Rene Paez

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

• 08/2019 → 02/2021
  Mindedge Learning
  West Palm Beach, FL
• 09/2021 → Present
  Palm Beach Atlantic University
  West Palm Beach, FL
• 03/2013 → 02/2024
  Eisneramper Wealth Management & Corporate Benefits
  West Palm Beach, FL
• 02/2024 → Present
  Prosperity - An Eisneramper Company
  West Palm Beach, FL
• 04/2011 → 07/2019
  Rmp Global Consulting Llc
  West Palm Beach, FL
• 02/2021 → 02/2023
  Raymond James
  West Palm Beach, FL
• 05/2023 → Present
  Dai Securities, Llc
  Atlanta, GA

Previous Registrations

• 2023-04-17 → 2024-02-22
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Iselin, NJ
  West Palm Beach, FL
  West Palm Beach, FL
• 2021-06-09 → 2023-02-10
  Raymond James & Associates, Inc.
  West Palm Beach, FL

Other Businesses

(1)Name of Business: Palm Beach Atlantic University Address: 901 S. Flagler Drive, West Palm Beach, FL, 33401, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 09/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: RMP Global Consulting LLC DBA High Impact Legacy Group Address: 9857 Baywinds Drive Apt 9201, West Palm Beach, FL, 33411, United States Activity Type: Consulting firm, business development. Owner Position/Title: Managing Member Investment Related: No Start Date: 08/01/2009 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: This is my consulting firm. I am the managing member of this LLC. Not actively doing any work. (3) Palm Beach for Christ, Inc.; Non-Investment-Related; Palm Beach, FL; Non-Profit Organization; President; Duties include managing weekly men's group; Start Date: 2021; 6-10 Hours/Month; 6-10 Hours/Month During Securities Trading Hours. (4) Independent Insurance Agent; Investment-Related; 505 South Flagler Drive, Suite 900, West Palm Beach, FL 33401; Sale of Insurance Products; Start Date: 2021; 5 Hours/Month

Exams

• S66 Uniform Combined State Law Examination
  2021-05-28

Other Names

• Rene Montgomery Paez