Iselin, NJ Office

Team
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Prosperity - An EisnerAmper Company logo

Prosperity - An EisnerAmper Company

Multi-team

Firm-wide stats for Prosperity - An EisnerAmper Company

Total advisors

65

Across 18 offices

Clients per advisor

36 Low

Avg AUM per client

$2,098,811 Very High

HNW client ratio

42% High

About

Prosperity - An EisnerAmper Company advises individuals (including high-net-worth clients), trustees, estates, retirement plans and business entities, providing financial planning, portfolio management, retirement-plan advisory and consulting to pensions and 401(k) plans. The multi-team firm of about 63 advisors manages roughly $5 billion in client assets and also offers insurance planning and business-planning consulting as part of its service mix.

The firm emphasizes asset allocation and diversification in portfolio construction and offers both discretionary and non-discretionary management, often using third‑party Independent Managers and model portfolios (including relationships with SEI, City National Rochdale and Aperio, the latter employing long‑short equity strategies). Prosperity also uses third‑party technology platforms (FinLife Partners/United Capital and the SEI Wealth Platform) to support financial planning, reporting and account administration, and reviews client accounts at least annually.

Prosperity is affiliated with EisnerAmper through common ownership (the firm is owned by EAG Wealth Management Strategies, LLC, itself owned by Eisner Advisory Group), and EisnerAmper provides accounting, pension consulting and TPA services that the firm may recommend; certain representatives receive a referral bonus equal to 10% of EisnerAmper’s cash collections for referrals. The firm is also affiliated with a state‑licensed insurance agency, Prosperity - An EisnerAmper Company Insurance Services LLC, which offers life, health, disability, long‑term care, group life and fixed annuity products and results in representatives who are licensed insurance agents receiving customary commissions.

Based on Prosperity - An EisnerAmper Company

Expertise

Income planning Business sale tax planning

Based on Prosperity - An EisnerAmper Company

Occupation focus

Founder/Business Owner Executive

Based on Prosperity - An EisnerAmper Company

Location

111 Wood Avenue South, Suite 110

Iselin NJ 08830

Advisors at this office

8

Advisors at this office

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Robert F

Series 63, Series 65

Iselin, NJ

Prosperity - An EisnerAmper Company

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Marc S

CFP®, Series 63, Series 65

Iselin, NJ

Prosperity - An EisnerAmper Company

Marc Scudillo is a CFP® professional with 30 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His career includes roles at EisnerAmper Wealth Management, Aurora Private Wealth, EverBank, and DAI Securities, among others. Outside of his advisory work, he holds CFO positions with software technology companies Smart Data Fusion, LLC and ShelfScreen, LLC, and serves as Executive Vice President and shareholder of EAG Wealth Management Strategies LLC. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and consulting services. The firm employs a diversified investment approach with discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Carey G

CFP®

Iselin, NJ

Prosperity - An EisnerAmper Company

Carey Gertler is a CFP® at Prosperity - An EisnerAmper Company with one year of experience in the financial industry. He has been associated with EisnerAmper LLP since 2014 and Eisner Advisory Group LLC since 2021. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support its service offerings.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Ana B

Series 65, Series 66

Iselin, NJ

Prosperity - An EisnerAmper Company

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at IDB Lido Wealth, LLC, IDB Bank, GBS Finance, and Merrill. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms, and manages approximately $5 billion in client assets across a team of about 63 advisors.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Justin S

CFP®, Series 63, Series 66

Iselin, NJ

Prosperity - An EisnerAmper Company

Justin Shure is a CFP® with 20 years of industry experience, currently serving as a wealth advisor at Prosperity - An EisnerAmper Company. His prior experience includes roles at Charles Schwab, Bay Colony Advisors, and UBS Financial Services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies and works with third-party managers and technology platforms to support its offerings.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Lawrence S

Series 63, Series 65, Series 66

Iselin, NJ

Prosperity - An EisnerAmper Company

Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Comprehensive Asset Management & Servicing, Inc., DAI Securities, LLC, and Amper Financial Services. Outside of his advisory role, he is involved with Advocacy, LLC, providing life, health, disability, and long-term care insurance advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages about $5 billion in assets with a focus on asset allocation and diversification, utilizing third-party managers and technology platforms to support client service.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Nancy B

Series 66

Iselin, NJ

Prosperity - An EisnerAmper Company

Nancy Brzozowski is a financial advisor with Prosperity - An EisnerAmper Company, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., APW Capital, and Stratos Wealth Partners. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, employing both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Patrick R

Series 63, Series 65

Iselin, NJ

Prosperity - An EisnerAmper Company

Patrick Rogers is a Senior Relationship Manager at Prosperity - An EisnerAmper Company with 14 years of industry experience. He has held roles at firms including Dai Securities, APW Capital, and Scottrade. His current work focuses on client relationship management and wealth advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Income planning Business sale tax planning Founder/Business Owner Executive
View complete list of advisors at this office
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