Donald Nathan Hoffman
Investment adviser representative at Prosperity - An Eisneramper Company
46 yearsExperience
4 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
46 years in the industry.
- Dai Securities, LLCJun 2023 to now
- Eisner Advisory Group LLCOct 2022 to now
- Eisneramper LLPOct 2022 to now
- Prosperity - An Eisneramper CompanyMar 2021 to now
- The Prosperity Consulting Group, LLCJan 2000 to now
- The Hoffman Group, LLCJun 2017 to Oct 2022
- Triad Advisors IncDec 2011 to May 2023
- Hertzbach & Company, P.A.Apr 1980 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 4 states (FL, MD, TX, VA).
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
- 4445738
- Firm CRD
- 133777