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).
Total Assets Under Management146MILLION
Total Number of Accounts461ACCOUNTS
Average Account Value$316,528
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
FL, NH, NJ, NY, PA, TX
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.
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.