Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc. (CRD# 174328) is a financial advisory firm headquartered in San Ramon, CA. They manage $243,370,500 in 1,611 accounts and serve the financial needs of clients across 27 states (or territories).
-
Total Assets Under Management243MILLION
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$151,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, 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
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.
Lee Abramovitz (CRD# 2489311) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Stateline, NV and has over 29 years of experience in the finance industry.
Gregory Bentley (CRD# 705379) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 20 years of experience in the finance industry.
Nicole Brewer (CRD# 5685374) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Olmsted Township, OH and has over 9 years of experience in the finance industry.
Michael Calco (CRD# 426368) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 38 years of experience in the finance industry.
Hugh Cannon (CRD# 1159088) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 42 years of experience in the finance industry.
Christopher Carrillo (CRD# 6124871) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 10 years of experience in the finance industry.
Charles Cerone (CRD# 1352024) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Ocean, NJ and has over 19 years of experience in the finance industry.
Joseph D'urso (CRD# 6125743) 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.
Blake Daniels (CRD# 1285106) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 39 years of experience in the finance industry.