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Patrick Joseph Rogers

Prosperity - AN Eisneramper Co.

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About Patrick Joseph Rogers

Patrick Rogers is a Senior Relationship Manager with Prosperity - An EisnerAmper Company, where he has been employed since February 2024. Prior to this, Patrick was a Wealth Advisor at Prosperity an EisnerAmper Company, starting in June 2024. Before joining Prosperity, Patrick worked at APW Capital, Inc. as a Financial Advisor and previously at AXA Advisors, LLC as a Financial Advisor. Patrick Rogers is licensed in Florida, Massachusetts, New Jersey, New York, and Pennsylvania. Patrick also holds the Series 7, Series 63, and Series 65 licenses.

Firm Information

Patrick Rogers is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Patrick Rogers’s Registration & Firm History

NJ

02/20/2024 - Present

Prosperity - AN Eisneramper Co. (ISELIN NJ)

NJ

09/13/2018 - 05/01/2023

APW CAPITAL, INC. (ISELIN NJ)

NJ

04/07/2017 - 07/03/2018

AXA ADVISORS, LLC (WOODBRIDGE NJ)

NJ

11/05/2011 - 02/02/2017

SCOTTRADE, INC. (MORRISTOWN NJ)

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Licenses & Designations

IA

Issued 07/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Joseph Rogers.
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