Lawrence Seigelstein

Employer firm

Prosperity - An Eisneramper Company CRD 133777

$5.04B regulatory AUM 209 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → Present
  Amper Financial Services
  Bridgewater, NJ
• 08/2010 → 05/2023
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 09/2008 → 02/2024
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Iselin, NJ
• 05/2023 → Present
  Dai Securities, Llc
  Atlanta, GA
• 02/2024 → Present
  Prosperity - An Eisneramper Company
  Iselin, NJ

Previous Registrations

• 2016-06-14 → 2024-02-22
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Iselin, NJ
  New York, NY
• 2007-11-01 → 2008-10-09
  Equitable Advisors, Llc
  New York, NY
• 2008-10-02 → 2008-10-02
  Securities America Advisors, Inc.
  New York, NY

Other Businesses

Advocacy, LLC; Investment related; Service: OUTSIDE INSURANCE activities, life, health, disability, long term care insurance; Start date: 5/1/18; Duties and Title: Advisor. Prosperity - An EisnerAmper Company; investment related; Business type: RIA; Start date: 02/2024; title: Senior Wealth Advisor; Duties: financial planner, retirement plan investment specialist.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-01
• S66 Uniform Combined State Law Examination
  2006-08-12
• S63 Uniform Securities Agent State Law Examination
  1989-10-10

Other Names

• Larry Seigelstein
• Lawrence Larry Seigelstein