Prosperity Advisory Group LLC
● SEC registered since 2020CRD 310720SEC# 801-119613Victor, NY
Reg. AUM
$216M
Employees
5
Accounts
790
Location
Victor, NY
Prosperity Advisory Group LLC assets under management
Prosperity Advisory Group LLC is an SEC-registered investment adviser based in Victor, NY. The firm has been registered since 2020. It reports $216 million in regulatory assets under management and employs 5 people.
Prosperity Advisory Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Paul Harnish Control | Managing Member / Principal And Chief Compliance Officer | Over 75% | 2020 |
| Martha Elizabeth Jesse Control | Director Of Operations | Under 5% | 2025 |
Frequently asked questions
How much does Prosperity Advisory Group LLC manage?
Prosperity Advisory Group LLC reports $216 million in regulatory assets under management on its Form ADV.
How many employees does Prosperity Advisory Group LLC have?
Prosperity Advisory Group LLC reports 5 employees.
Where is Prosperity Advisory Group LLC located?
Prosperity Advisory Group LLC is based in Victor, NY and has been SEC-registered since 2020.
Does Prosperity Advisory Group LLC disclose fund performance?
Prosperity Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Square Drive, Suite 220, Victor, NY 14564 |
| Phone | (585) 381-5900 |
| Fax | (585) 381-0478 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$216M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$216Mregulatory AUM
Discretionary $216M