RIA Intelligence

PROSPERITY ADVISORY GROUP LLC

CRD #310720 SEC #801-119613 VICTOR, NY (585) 381-5900
SEC Registered
Total AUM
$207.4M
Discretionary
$207.4M
Employees
4
Clients
101
Accounts
833

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Jesse, Martha, ElizabethIDIRECTOR OF OPERATIONSNA Control
Jesse, Martha, ElizabethIDIRECTOR OF OPERATIONSNA Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
HARNISH, JOHN, PAULIMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jul 14, 2025 REGISTERED

Notice Filings (4)

FL NH NY TX

Address

50 SQUARE DRIVE
SUITE 220
VICTOR, NY 14564
United States
Phone: (585) 381-5900