Merryll Dyan Mcelwain
Investment adviser representative at Prosperity - An Eisneramper Company
12 yearsExperience
1 stateRegistered in
$5BFirm assets
11 yearsFirm in business
Are you Merryll Dyan Mcelwain? 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
12 years in the industry.
- Prosperity - An Eisneramper CompanyFeb 2026 to now
- Wilmington TrustAug 2020 to Jan 2026
- Mbsc Securities CorporationMay 2015 to Jun 2020
- BNY MellonOct 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5504078
- Firm CRD
- 133777