AdvisorOS Directory
Claim Profile
JH

John Paul Harnish

PROSPERITY ADVISORY GROUP LLC·VICTOR, New York
Unclaimed Profile
50 SQUARE DRIVE, VICTOR, NY 14564CRD# 4813106Firm CRD# 310720
01

About

John Paul Harnish is a registered financial advisor based in VICTOR, New York, affiliated with PROSPERITY ADVISORY 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
03

Firm Overview

Firm
PROSPERITY ADVISORY GROUP LLC
PROSPERITY ADVISORY GROUP LLC
AUM
$197M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PROSPERITY ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4813106
Firm CRD# 310720
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VICTOR?

Browse all registered financial advisors in VICTOR, New York or claim this profile if it's yours.

Browse VICTOR 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 John Paul Harnish offer?
John Paul Harnish specializes in Financial Planning, Investment Management. Contact their office in VICTOR, New York for a consultation.
What are John Paul Harnish's credentials?
John Paul Harnish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Paul Harnish located?
John Paul Harnish is based in VICTOR, New York, working with PROSPERITY ADVISORY GROUP LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does John Paul Harnish charge for services?
John Paul Harnish's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPERITY ADVISORY GROUP LLC?
PROSPERITY ADVISORY GROUP LLC has approximately 5 employees and manages $197M 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 VICTOR
Jared Haims — COOPER/HAIMS ADVISORS, LLCRobert P. Yawman — COOPER/HAIMS ADVISORS, LLCRichard Thomas Bentley — COOPER/HAIMS ADVISORS, LLCBrian Scott Roes — COOPER/HAIMS ADVISORS, LLCKathryn Jane Meredith — MEREDITH KATHRYN JANE
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile