Jerry Robert Citarella
Investment adviser representative at Prosperitas Financial, LLC
19 yearsExperience
1 stateRegistered in
$812.5MFirm assets
5 yearsFirm in business
Are you Jerry Robert Citarella? Claim your profile
Contact this firm
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
Experience
19 years in the industry.
- Prosperitas Financial, LLCAug 2021 to now
- Next Financial Group IncDec 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Prosperitas Financial, LLC
$812.5MAssets managed
2,138Clients
39Advisers
5 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
- 2652683
- Firm CRD
- 315768