Nancy
Brzozowski

Prosperity - An Eisneramper Company

CRD#5867253
Investment Advisor
in Owings Mills, MD

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About this Advisor

Nancy Brzozowski is a financial advisor based in Owings Mills, Maryland, working with Prosperity - An Eisneramper Company. Nancy has previously held positions at Sanders Morris Harris Inc, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C, Apw Capital, Inc, Eisneramper Wealth Management & Corporate Benefits, LLC, Dai Securities, LLC, and Prosperity - An Eisneramper Company. Nancy has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Nancy is part of Prosperity - An Eisneramper Company, which operates out of Owings Mills, Maryland. The firm has 7 offices and 38 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Prosperity - An Eisneramper Company includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10065 Red Run Boulevard Suite 200
Owings Mills, MD 21117

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Prosperity - An Eisneramper Company Brokerage Details

Total Assets Under Management

$1,067,790,947

MD Average: $6,889,882,315
Total Number of Employees

38

MD Average: 45
Total Number of Accounts

2,271

MD Average: 765
Average Account Size

$470,185

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Nancy Brzozowski Work History

2024 - Present (0 year)

Prosperity - An Eisneramper Company

2023 - Present (1 year)

Dai Securities, LLC

2021 - Present (3 years)

Eisneramper Wealth Management & Corporate Benefits, LLC

2021 - 2023 (2 years)

Apw Capital, Inc

2018 - 2021 (3 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2013 - 2016 (3 years)

Sanders Morris Harris Inc

Disclosures

Please visit the SEC profile of Nancy Brzozowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity - An Eisneramper Company

Michele Martin
Minneapolis, MN
Nancy Brzozowski
Owings Mills, MD
Lauren Rebbel
Owings Mills, MD
Ryan Tyrell
Owings Mills, MD
Jaime Facchino
Owings Mills, MD
Joseph Valenza
Owings Mills, MD
Michael Riley
Owings Mills, MD
Sean Reitenbach
Owings Mills, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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