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Thomas Dimicelli

Prosperity - AN Eisneramper Co.

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About Thomas Dimicelli

Thomas Dimicelli is a financial advisor who is currently registered with Prosperity - An EisnerAmper Company. Thomas is registered with the state of New Jersey. Previously, Thomas Dimicelli was employed with APW Capital, Inc.. Thomas has passed the Uniform Combined State Law Examination (Series 66) as well as the General Securities Representative Examination (Series 7TO), Futures Managed Funds Examination (Series 31), and the Securities Industry Essentials Examination (SIE). Thomas Dimicelli's specializations include providing financial planning, pension consulting, portfolio management, and educational seminars. Thomas Dimicelli also acts as a referee for NFL Flag and is a real estate salesperson.

Firm Information

Thomas Dimicelli 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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Thomas Dimicelli’s Registration & Firm History

NJ

06/20/2024 - Present

Prosperity - AN Eisneramper Co. (ISELIN NJ)

NJ

03/31/2022 - 05/01/2023

APW CAPITAL, INC. (ISELIN NJ)

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Licenses & Designations

BOTH

Issued 07/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/2022

Series 31 - Futures Managed Funds Examination

BC

Issued 03/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Dimicelli.
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