Unclaimed Profile

Donald Nathan Hoffman

THE PROSPERITY CONSULTING GROUP, LLC·OWINGS MILLS, Maryland

SIE, Series 7, Series 66Clean record24 years registeredTHE PROSPERITY CONSULTING GROUP, LLC

10065 RED RUN BOULEVARD, OWINGS MILLS, MD 21117CRD# 4445738Firm CRD# 133777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Nathan Hoffman · OWINGS MILLS, MD

Registration

CRD #4445738 · THE PROSPERITY CONSULTING GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PROSPERITY - AN EISNERAMPER COMPANY

Mar 2005 – present

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Feb 2023 – Feb 2023

Owings Mills, MD

1ST GLOBAL ADVISORS INC

Jan 2005 – Dec 2011

OWINGS MILLS, MD

LEGG MASON WOOD WALKER INC

Feb 2002 – Dec 2004

OWINGS MILLS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PROSPERITY CONSULTING GROUP, LLC

CRD 133777 · SEC 801-96321

AUM

$2.9B

Regulatory assets under management

Employees

5,322 client accounts

Services offered by THE PROSPERITY CONSULTING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE PROSPERITY CONSULTING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Nathan Hoffman offer?

Donald Nathan Hoffman specializes in Financial Planning, Investment Management. Contact their office in OWINGS MILLS, Maryland for a consultation.

What are Donald Nathan Hoffman's credentials?

Donald Nathan Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Nathan Hoffman located?

Donald Nathan Hoffman is based in OWINGS MILLS, Maryland, working with THE PROSPERITY CONSULTING GROUP, LLC. Their office serves clients in the OWINGS MILLS metropolitan area and surrounding communities.

How does Donald Nathan Hoffman charge for services?

Donald Nathan Hoffman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PROSPERITY CONSULTING GROUP, LLC?

THE PROSPERITY CONSULTING GROUP, LLC has approximately 51 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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