PROSPER ADVISORS LLC

ARMONK, New York·3 registered advisors·CRD# 119183

SEC# 801-64486914-730-3500

01

Firm Overview

AUM

$306M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PROSPER ADVISORS LLC

3 registered advisors

Jason Gordon Eng Lee

ARMONK, New York

Jeff Stephen Wund

ARMONK, New York

Jonathan Edward Lee

ARMONK, New York

05

Office Locations

ARMONK, New York

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Data sourced from SEC Form ADV filings. PROSPER ADVISORS LLC (CRD# 119183) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.