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Current Employers
Prosperity - An Eisneramper Company

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-15
NJ RA APPROVED 2023-11-24
PA RA APPROVED 2023-11-15
  • FL RA
    APPROVED
    Since 2025-09-15
  • NJ RA
    APPROVED
    Since 2023-11-24
  • PA RA
    APPROVED
    Since 2023-11-15

Branch Locations

305 Fellowship Road Suite 200, Mount Laurel, NJ 08054 • United States

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eisneramper, Llp Merchantville NJ 02/2021 03/2023
Commonwealth Financial Network Waltham MA 11/2007 09/2022
Eisneramper Wealth Management & Corporate Benefits, Llc Merchantville NJ 08/2022 03/2023
Apw Inc Rockaway NJ 06/2022 09/2022
Apw Inc Rockaway NJ 09/2022 02/2023
Dai Securities, Llc Atlanta GA 02/2023 Present
Cpa Financial Group, Llc Merchantville NJ 09/1997 08/2022
Eisneramper, Llp / Eisner Advisory Group, Llc Mount Laurel NJ 03/2023 11/2023
Eisneramper Wealth Management & Corporate Benefits, Llc Mount Laurel NJ 03/2023 11/2023
Prosperity - An Eisneramper Company Mount Laurel NJ 11/2023 Present
  • 02/2021 → 03/2023
    Eisneramper, Llp
    Merchantville, NJ
  • 11/2007 → 09/2022
    Waltham, MA
  • 08/2022 → 03/2023
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Merchantville, NJ
  • 06/2022 → 09/2022
    Apw Inc
    Rockaway, NJ
  • 09/2022 → 02/2023
    Apw Inc
    Rockaway, NJ
  • 02/2023 → Present
    Dai Securities, Llc
    Atlanta, GA
  • 09/1997 → 08/2022
    Cpa Financial Group, Llc
    Merchantville, NJ
  • 03/2023 → 11/2023
    Eisneramper, Llp / Eisner Advisory Group, Llc
    Mount Laurel, NJ
  • 03/2023 → 11/2023
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Mount Laurel, NJ
  • 11/2023 → Present
    Mount Laurel, NJ
Previous Registrations
  • 2022-09-01 → 2023-11-15
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Merchantville, NJ
    Iselin, NJ
    Mount Laurel, NJ
  • 2007-11-26 → 2022-09-06
    Merchantville, NJ
    Phiadelphia, PA
  • 2002-06-26 → 2007-11-29
    Cincinnati Analysts, Inc.
    Merchantville, NJ
    Merchantville, NJ
Other Businesses

1. Fixed Insurance Sales. Start Date: 10/01/1997, 10% of time spent during business hours, Conducted at branch location; Investment related. 2. Prosperity - An EisnerAmper Company; 305 Fellowship Road, Suite 200, Mt. Laurel, NJ 08109. Start Date - 11/2023. Investment-Related. Wealth Advisor. 90% of time spent during business hours. Duties include financial planning. 3. Friends of Father Judge High School Inc; Not Investment Related; Philadelphia, PA; Non-Profit Organization; Chairman of the Board; 3/2025; 20 hours; 5 hours; Board responsibilities, consultations, meetings with Administration, high school events. 4. EisnerAmper LP / Eisner Advisory Group LLC; Not Investment Related; Mt Laurel, NJ; CPA Firm; Retired CPA Partner; 3/2025; 20 hours; 20 hours; Tax Review and Tax Consultations with Clients

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-21
S65 Uniform Investment Adviser Law Examination 1997-07-28
  • S63 Uniform Securities Agent State Law Examination
    1997-10-21
  • S65 Uniform Investment Adviser Law Examination
    1997-07-28
Other Names
  • William St.CLair
  • Bill St.CLair
  • William St.CLair
  • William P. St.CLair
  • William Paul Stclair
  • William Paul St.CLair

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