Mceathren Herrera
Investment adviser representative at Prosperitas Financial, LLC
14 yearsExperience
1 stateRegistered in
$812.5MFirm assets
5 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
Experience
14 years in the industry.
- Prosperitas Financial, LLCJan 2023 to now
- UnemployedJul 2022 to Dec 2022
- University of California, Santa Cruz Athletics & RecreationSep 2018 to Mar 2022
- Primary School and Undergraduate EducationJan 2012 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Prosperitas Financial, LLC
$812.5MAssets managed
2,138Clients
39Advisers
5 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
- 7693598
- Firm CRD
- 315768