AdvisorOS Directory
Claim Profile
JC

Joel Bruce Chazen

THE PROSPERITY CONSULTING GROUP, LLC·OWINGS MILLS, Maryland
Unclaimed Profile
800 RED BROOK BOULEVARD, OWINGS MILLS, MD 21117CRD# 4897322Firm CRD# 133777
01

About

Joel Bruce Chazen is a registered financial advisor based in OWINGS MILLS, Maryland, affiliated with THE PROSPERITY CONSULTING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE PROSPERITY CONSULTING GROUP, LLC
PROSPERITY - AN EISNERAMPER COMPANY
AUM
$2.9B
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at THE PROSPERITY CONSULTING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4897322
Firm CRD# 133777
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OWINGS MILLS?

Browse all registered financial advisors in OWINGS MILLS, Maryland or claim this profile if it's yours.

Browse OWINGS MILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joel Bruce Chazen offer?
Joel Bruce Chazen specializes in Financial Planning, Investment Management. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Joel Bruce Chazen's credentials?
Joel Bruce Chazen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Bruce Chazen located?
Joel Bruce Chazen 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 Joel Bruce Chazen charge for services?
Joel Bruce Chazen'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in OWINGS MILLS
Harris Hyman — GROTECH MANAGEMENT COMPANYDonald Nathan Hoffman — THE PROSPERITY CONSULTING GROUP, LLCJeffrey Mark Kleeman — THE PROSPERITY CONSULTING GROUP, LLCMark Raymond Topolski — THE PROSPERITY CONSULTING GROUP, LLCLindsay Redfield — GREENSPRING ASSOCIATES, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile