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Lawrence Seigelstein

Investment adviser representative at Prosperity - An Eisneramper Company
18 yearsExperience
3 statesRegistered in
$5BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. Prosperity - An Eisneramper CompanyFeb 2024 to now
  2. Dai Securities, LLCMay 2023 to now
  3. Amper Financial ServicesOct 2008 to now
  4. Comprehensive Asset Management & Servicing, Inc.Aug 2010 to May 2023
  5. Eisneramper Wealth Management & Corporate Benefits, LLCSep 2008 to Feb 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 66 · Uniform Combined State Law2006
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, TX).

Prosperity - An Eisneramper Company

Legal name: The Prosperity Consulting Group, LLC

$5BAssets managed
2,412Clients
65Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1987449
Firm CRD
133777
Advisor's SEC record (opens in a new tab)
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