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Alyssa Victoria Girod

Prosperity Advisory Group LLC

Victor, NY

CRD 7032448

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Employer firm

Prosperity Advisory Group LLC CRD 310720

$216M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Prosperity Advisory Group Llc

50 Square Drive Suite 220, Victor, NY 14564 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-28
  • NY RA
    APPROVED
    Since 2022-09-28

Branch Locations

50 Square Drive Suite 220, Victor, NY 14564 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prosperity Advisory Group Llc Victor NY 07/2021 Present
Ravenwood Golf Club Victor NY 05/2022 06/2022
Km Investment Services, Inc. Victor NY 10/2018 07/2021
Evergreen Federal Credit Union Henrietta NY 05/2018 09/2018
Peebles Penn Yan NY 09/2017 06/2018
Student, Full Time Kueka Park NY 06/2012 07/2017
  • 07/2021 → Present
    Prosperity Advisory Group Llc
    Victor, NY
  • 05/2022 → 06/2022
    Ravenwood Golf Club
    Victor, NY
  • 10/2018 → 07/2021
    Km Investment Services, Inc.
    Victor, NY
  • 05/2018 → 09/2018
    Evergreen Federal Credit Union
    Henrietta, NY
  • 09/2017 → 06/2018
    Peebles
    Penn Yan, NY
  • 06/2012 → 07/2017
    Student, Full Time
    Kueka Park, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-28
  • S65 Uniform Investment Adviser Law Examination
    2022-09-28

View on SEC IAPD

Nearby Firms

EVER GREEN WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Nearby Investors

David Gary Green
Randal Karl Engelbrecht
BRUCE G. CHARLETON

Nearby Offices

EVER GREEN WEALTH MANAGEMENT, LLC · VICTOR, NY
OSAIC WEALTH, INC. · VICTOR, NY
LPL FINANCIAL LLC · VICTOR, NY

More in Victor, NY

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