New York, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Prosperity - An EisnerAmper Company
Multi-team
Firm-wide stats for Prosperity - An EisnerAmper Company
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
Location
733 Third Avenue
New York NY 10017
Advisors at this office
3
Advisors at this office
Joseph D
CFP®
New York, NY
Prosperity - An EisnerAmper Company
Joseph De Martinis is a CFP® professional at Prosperity - An EisnerAmper Company with one year of industry experience. Prior to joining Prosperity in 2025, he worked at EisnerAmper from 2022 and at Raich Ende Malter, Co. LLP from 2007 to 2022. 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, using a range of discretionary and non-discretionary management strategies and leveraging third-party managers and technology platforms.
Sabrina M
Series 63, Series 66
New York, NY
Prosperity - An EisnerAmper Company
Sabrina Mangual is a financial advisor with Prosperity - An EisnerAmper Company in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at LPL Financial, LLC, EisnerAmper Wealth Management & Corporate Benefits, and DAI Securities, LLC. Outside of advisory work, she is a part-owner of STL Traders LLC, where she handles order preparation, shipping, and bookkeeping. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management strategies supported by third-party managers and technology platforms.
Jermaine G
CFP®, Series 63, Series 66
New York, NY
Prosperity - An EisnerAmper Company
Jermaine Guthrie is a CFP® professional with 22 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His prior experience includes roles at Morgan Stanley, Mariner Wealth Advisors, and TIAA. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages about $5 billion in assets through a multi-team approach that emphasizes asset allocation, diversification, and the use of third-party managers and technology platforms.
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