Prosperity Wealth Management, Inc.

Prosperity Wealth Management, Inc. (CRD# 174328) is a financial advisory firm headquartered in San Ramon, CA. They manage $232,571,980 in 2,099 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    2,099
    ACCOUNTS
  • Average Account Value
    $110,801
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
  • 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, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA

Financial Advisors at Prosperity Wealth Management, Inc.
Showing 1 - 10 of 48 top financial advisors.
1
Cynthia Pellegrino
CRD#: 4257163
75 Gilcreast Rd, Suite 304, Londonderry, NH 03053

Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 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
Lee A. Abramovitz
CRD#: 2489311
Stateline, NV

Lee Abramovitz (CRD# 2489311) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Stateline, NV and has over 27 years of experience in the finance industry.

3
Christopher M. Allen
CRD#: 5092882
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

Christopher Allen (CRD# 5092882) 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.

4
Gregory J. Bentley
CRD#: 705379
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

Gregory Bentley (CRD# 705379) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 18 years of experience in the finance industry.

5
Nicole E. Brewer
CRD#: 5685374
7172 Columbia Rd., Suite C, Olmsted Township, OH 44138

Nicole Brewer (CRD# 5685374) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Olmsted Township, OH and has over 7 years of experience in the finance industry.

6
Michael B. Calco
CRD#: 426368
Lakewood, OH

Michael Calco (CRD# 426368) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Lakewood, OH and has over 36 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.

7
Hugh M. Cannon
CRD#: 1159088
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

Hugh Cannon (CRD# 1159088) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 40 years of experience in the finance industry.

8
Christopher M. Carrillo
CRD#: 6124871
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

Christopher Carrillo (CRD# 6124871) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 8 years of experience in the finance industry.

9
Charles A. Cerone
CRD#: 1352024
28 Blair Ct., Ocean, NJ 07712

Charles Cerone (CRD# 1352024) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Ocean, NJ and has over 17 years of experience in the finance industry.

10
Joseph J. D'urso
CRD#: 6125743
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583

Joseph D'urso (CRD# 6125743) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 6 years of experience in the finance industry.

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