Prosperiant Wealth Management, LLC

Prosperiant Wealth Management, LLC (CRD# 326731) is a financial advisory firm headquartered in , . They manage $42,000,000 in 96 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $437,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Prosperiant Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Cassidy, financial advisor Westfield NJ
Mark W. Cassidy
CRD#: 5683346
Westfield, NJ

Mark Cassidy (CRD# 5683346) is an Investment Advisor Representative working at Prosperiant Wealth Management, LLC in Westfield, NJ and has over 14 years of experience in the finance industry.

2
Patrick Ceccacci, financial advisor Hoboken NJ
Patrick F. Ceccacci
CRD#: 5814596
Hoboken, NJ

Patrick Ceccacci (CRD# 5814596) is an Investment Advisor Representative working at Prosperiant Wealth Management, LLC in Hoboken, NJ and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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