Unclaimed Profile

Donna Carol Gestl

THE PROSPERITY CONSULTING GROUP, LLC·OWINGS MILLS, Maryland

SIE, Series 6, Series 7, Series 7TO, Series 63, Series 65CFPClean record21 years registeredTHE PROSPERITY CONSULTING GROUP, LLC

10065 RED RUN BOULEVARD, OWINGS MILLS, MD 21117CRD# 2636738Firm CRD# 133777

Profile Verification

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

Identity

Donna Carol Gestl · OWINGS MILLS, MD

Registration

CRD #2636738 · THE PROSPERITY CONSULTING GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PROSPERITY - AN EISNERAMPER COMPANY

Mar 2005 – present

1ST GLOBAL ADVISORS INC

Dec 2004 – Dec 2011

OWINGS MILLS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · December 14, 2004

Years registered · 21

Professional designation · CFP

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 Donna Carol Gestl offer?

Donna Carol Gestl specializes in Financial Planning, Investment Management. Contact their office in OWINGS MILLS, Maryland for a consultation.

What are Donna Carol Gestl's credentials?

Donna Carol Gestl holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donna Carol Gestl located?

Donna Carol Gestl 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 Donna Carol Gestl charge for services?

Donna Carol Gestl'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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