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Robert Fradella

Prosperity - AN Eisneramper Co.

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About Robert Fradella

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Co. Robert has been in the industry since 1998. Robert is registered with the state of New Jersey and has Series 6, Series 63, Series 65, and SIE licenses. Robert specializes in providing financial planning services to individuals and families, businesses and corporations, and charitable organizations. Robert also provides portfolio management services. Robert is a valuable resource for his clients, and he has a proven track record of success.

Firm Information

Robert Fradella 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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Robert Fradella’s Registration & Firm History

NJ

08/27/2024 - Present

Prosperity - AN Eisneramper Co. (ISELIN NJ)

NY

03/06/2009 - 06/12/2015

MMA SECURITIES LLC (NEW YORK NY)

NJ

02/01/2003 - 02/25/2009

DIVERSIFIED INVESTORS SECURITIES CORP. (PARAMUS NJ)

CA

04/24/2000 - 02/01/2003

TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)

NJ

09/28/1998 - 04/05/2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

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Licenses & Designations

IA

Issued 08/01/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Fradella.
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