William Paul St.clair
Investment adviser representative at Prosperity - An Eisneramper Company
29 yearsExperience
3 statesRegistered in
$5BFirm assets
11 yearsFirm in business
Are you William Paul St.clair? 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
- Seminars and workshops
Experience
29 years in the industry.
- Prosperity - An Eisneramper CompanyNov 2023 to now
- Dai Securities, LLCFeb 2023 to now
- Eisneramper, LLP / Eisner Advisory Group, LLCMar 2023 to Nov 2023
- Eisneramper Wealth Management & Corporate Benefits, LLCAug 2022 to Nov 2023
- Apw IncJun 2022 to Feb 2023
- Eisneramper, LLPFeb 2021 to Mar 2023
- Commonwealth Financial NetworkNov 2007 to Sep 2022
- Cpa Financial Group, LLCSep 1997 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
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
- 2929373
- Firm CRD
- 133777