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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-13-2020
- Office Locations
- 1
Office Locations
About Prosperity Advisory Group LLC
Prosperity Advisory Group is an SEC-registered RIA providing client-centered, holistic financial planning and investment management for individuals and families across life stages—from early career and growing families through college planning, retirement, long-term care, and legacy needs. The firm builds personalized, flexible plans designed to adapt as life changes and custodies primarily with Fidelity/NFS.
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Owner & Executives
JOHN PAUL HARNISH
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #4813106
- Ownership
- 75% or more
Martha Elizabeth Jesse
Advisor, DIRECTOR OF OPERATIONS
- CRD
- #7595175
- Ownership
- Less than 5%
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Alyssa Victoria Girod
Director
- CRD
- #7032448
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,021,904 | $273,445 |
| Non-Discretionary | $0 | -- |
| Total | $216,021,904 | $273,445 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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