New York, NY Ave of the Americas Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,726,125,063
ClientsTotal clients
18,706
AdvisorsAdvisors at this office
2
Of 272 advisors across 130 offices
Location
1185 Ave of the Americas, 3rd Floor
New York NY 10036
Advisors at this office
2
Advisors at this office
Anatoly K
PFS™, Series 63, Series 66
New York, NY
Prospera Financial Services, inc.
Anatoly Khait is a financial advisor at Prospera Financial Services, Inc. with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and 66 licenses. Prior to joining Prospera, he worked at World Investment Advisors, LLC and World Investments, LLC. Outside of his advisory role, Khait is president of Eco Tax Inc., a firm providing tax and accounting services to individuals and small business owners. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm offers a variety of investment advisory and financial planning services delivered through multiple platforms and customizable portfolio solutions.
Jonathan K
CFP®, Series 66
New York, NY
Prospera Financial Services, inc.
Jonathan Khalavsky is a CFP® with 17 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2024. Prior to joining Prospera, he spent 12 years at TFS Securities, Inc. He is also involved in providing health insurance options to business owners as a licensed solicitor. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers investment advisory and financial planning services through multiple platforms and customized portfolio solutions.
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