Prism Advisory Group, LLC

Prism Advisory Group, LLC (CRD# 152555) is a financial advisory firm headquartered in Newtown, PA. They manage $145,919,236 in 461 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $316,528
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NH, NJ, NY, PA, TX

Financial Advisors at Prism Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gail M. Curran
CRD#: 3067937
4 Caufield Place, Suite 102, Newtown, PA 18940
93
Wealthminder
score

Gail Curran (CRD# 3067937) is an Investment Advisor Representative working at Prism Advisory Group, LLC in Newtown, PA and has over 19 years of experience in the finance industry.

2
Robert J. Savino
CRD#: 1300981
4 Caufield Place, Suite 102, Newtown, PA 18940
61
Wealthminder
score

Robert Savino (CRD# 1300981) is an Investment Advisor Representative working at Prism Advisory Group, LLC in Newtown, PA and has over 30 years of experience in the finance industry.

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