Sean
Reitenbach

The Prosperity Consulting Group, LLC

CRD#5792832
Investment Advisor
in Owings Mills, MD

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About this Advisor

Sean Reitenbach is a chartered financial analyst based out of Owings Mills, Maryland who has 2 years of relevant experience. Reitenbach is on the advisory team at The Prosperity Consulting Group, LLC. Throughout their career, they have worked at Stifel, T Rowe Price, Triad Advisors and The Prosperity Consulting Group, LLC. Reitenbach can operate in Maryland. The Prosperity Consulting Group, LLC is a company based out of Owings Mills, MD. The investment advisory business has offices in two locations and a total of 11 employees. It oversees $407 million in assets among its 1,182 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,182 accounts, 30% belong to high-net-worth clients who have more than $1 million in investable assets. The Prosperity Consulting Group, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually are based on which service is provided. Fee types billed by The Prosperity Consulting Group, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

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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The Prosperity Consulting Group, LLC Brokerage Details

Total Assets Under Management

$406,752,762

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

11

MD Average: 45
Total Number of Accounts

1,182

MD Average: 765
Average Account Size

$344,122

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

Sean Reitenbach Work History

Sean has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Triad Advisors

2020 - Present (4 years)

The Prosperity Consulting Group, LLC

2017 - 2020 (3 years)

Stifel

2015 - 2017 (2 years)

T Rowe Price

2012 - 2015 (3 years)

T Rowe Price

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sean Reitenbach 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 The Prosperity Consulting Group, LLC

Sean Reitenbach
Owings Mills, MD
Lauren Rebbel
Owings Mills, MD
Erin Ansalvish
Owings Mills, MD
Donna Gestl
Owings Mills, MD
Melanie Denk
Owings Mills, MD
Harold Mohn
Owings Mills, MD
William Martin
Owings Mills, MD
Donald Hoffman
Owings Mills, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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