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PROSPERITY ADVISORY GROUP LLC

VICTOR, NY · CRD 310720 · IAPD ↗ · prosperityadv.com · (585) 381-5900

$216.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2024 — PROSPERITY ADVISORY GROUP LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.