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Austin Lee Benoff

Prosperity Advisers, LLC

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About Austin Lee Benoff

Austin Benoff is an Investment Advisor Representative at Prosperity Advisers, LLC. Austin holds the Series 65 - Uniform Investment Adviser Law Examination license and has been registered as an Investment Advisor in Pennsylvania and Texas. Austin has been in the financial services industry since June 2019. Prior to joining Prosperity Advisers, LLC, Austin was employed with Prosperity Advisers, LLC in a similar role and completed their education from August 2012. Austin primarily works with high-net-worth individuals and provides investment advisory and financial planning services.

Firm Information

Austin Benoff is currently registered with Prosperity Advisers, LLC. Prosperity Advisers, LLC is an investment advisor based in FORT WASHINGTON, PA with a focus on financial planning and portfolio management. They have 3 licensed agents and 2 investment advisor representatives and manage $250,753,313 in regulatory assets. They cater to individuals, including high-net-worth individuals. The firm also provides selection of other advisers services.
Prosperity Advisers, LLC

580 VIRGINIA DRIVE

FORT WASHINGTON, PA 19034

$250.75M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Benoff’s Registration & Firm History

PA

09/20/2023 - Present

Prosperity Advisers, LLC (FORT WASHINGTON PA)

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Licenses & Designations

IA

Issued 09/02/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Lee Benoff.
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