Andrew Joseph Agosta
Investment adviser representative at Prosperity Financial Group, Inc.
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$503MFirm assets
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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
Experience
12 years in the industry.
- Fortune Financial ServicesDec 2025 to now
- Prosperity Financial Group, Inc.Oct 2025 to now
- First Trust Portfolios.l.p.Oct 2014 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, IL, TX).
Prosperity Financial Group, Inc.
$503MAssets managed
612Clients
8Advisers
Under 1 yearIn 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
- 5013957
- Firm CRD
- 339321