Prosperity Wealth Management, Inc.

Prosperity Wealth Management, Inc. (CRD# 174328) is a financial advisory firm headquartered in San Ramon, CA. They manage $40,000,000 in 200 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CT, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Prosperity Wealth Management, Inc.
Showing 1 - 10 of 39 top financial advisors.
1
Cynthia Pellegrino
CRD#: 4257163
75 Gilcreast Rd., Ste 304, Londonderry, NH 03053
106
Wealthminder
score

Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 15 years of experience in the finance industry. Cynthia Pellegrino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael B. Calco
CRD#: 426368
Lakewood, OH
96
Wealthminder
score

Michael Calco (CRD# 426368) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Lakewood, OH and has over 32 years of experience in the finance industry. Michael Calco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey K. Gin
CRD#: 4556763
9135 Mason Ave, Morton Grove, IL 60053
96
Wealthminder
score

Jeffrey Gin (CRD# 4556763) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Morton Grove, IL and has over 15 years of experience in the finance industry. Jeffrey Gin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joseph P. Kirlin
CRD#: 807273
West Chester, PA
96
Wealthminder
score

Joseph Kirlin (CRD# 807273) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in West Chester, PA and has over 32 years of experience in the finance industry.

5
Michael D. Koontz
CRD#: 807069
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
96
Wealthminder
score

Michael Koontz (CRD# 807069) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 35 years of experience in the finance industry.

6
Peter N. Xenias
CRD#: 1041256
Lancaster, PA
96
Wealthminder
score

Peter Xenias (CRD# 1041256) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Lancaster, PA and has over 33 years of experience in the finance industry. Peter Xenias has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Gregory J. Bentley
CRD#: 705379
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Gregory Bentley (CRD# 705379) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 14 years of experience in the finance industry.

8
Blake W. Daniels
CRD#: 1285106
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583
93
Wealthminder
score

Blake Daniels (CRD# 1285106) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 33 years of experience in the finance industry.

9
Brian D. Daniels
CRD#: 5163560
1010 Third Ave., New Brighton, PA 15066
93
Wealthminder
score

Brian Daniels (CRD# 5163560) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in New Brighton, PA and has over 11 years of experience in the finance industry.

10
Eric M. Elkins
CRD#: 4734276
Mount Pleasant, SC
93
Wealthminder
score

Eric Elkins (CRD# 4734276) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Mount Pleasant, SC and has over 13 years of experience in the finance industry.

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