Sean Reitenbach
Investment adviser representative at Prosperity - An Eisneramper Company
11 yearsExperience
1 stateRegistered in
CFADesignation
$5BFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Dai Securities, LLCJun 2023 to now
- Prosperity - An Eisneramper CompanyMar 2021 to now
- The Prosperity Consulting Group, LLCNov 2020 to now
- Triad AdvisorsNov 2020 to May 2023
- StifelNov 2017 to Oct 2020
- T Rowe PriceMar 2015 to Nov 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5792832
- Firm CRD
- 133777