Andrew Joseph Agosta

Employer firm

Prosperity Financial Group, Inc. CRD 339321

$503M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2014 → 07/2025
  First Trust Portfolios.L.P.
  Wheaton, IL
• 10/2025 → Present
  Prosperity Financial Group, Inc.
  San Roman, CA
• 12/2025 → Present
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2025-10-03 → 2025-12-24
  Prosperity Financial Group, Inc.
  San Ramon, CA
• 2014-10-01 → 2025-10-14
  First Trust Advisors Lp
  Wheaton, IL
  Walnust Creek, CA
  Wheaton, IL
  Pleasant Hill, CA
• 2010-03-04 → 2014-09-29
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Walnut Creek, CA

Other Businesses

10/2025 VP of RIA Prosperity Financial Group - San Ramon CA

Exams

• S66 Uniform Combined State Law Examination
  2010-01-25

Designations

• Certified Financial Planner

Other Names

• Andrew J Agosta
• Andrew Agosta