William
Martin

The Prosperity Consulting Group, LLC

CRD#2636897
Investment Advisor
in Owings Mills, MD

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About this Advisor

William Martin is a financial advisor based in Owings Mills, Maryland who has 15 years of relevant experience. Martin works at The Prosperity Consulting Group, LLC. Their career trajectory has included roles at 1St Global Capital Corp, The Prosperity Consulting Group, LLC, Hertzbach & Co., P.A, Triad Advisors Inc and Uhy Advisors Mid-Atlantic Md, Inc. Martin maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in Maryland. The Prosperity Consulting Group, LLC is a registered investment company based out of Owings Mills, MD. It has offices in two locations and a total of 11 people on staff. It administers $407 million in assets under management between its 1,182 client accounts, making it one of the larger firms in the country by assets under management. Of its 1,182 accounts, 30% are associated with high-net-worth clients who have greater than $1 million in assets. The Prosperity Consulting Group, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees typically vary depending on the services offered. Fees billed by The Prosperity Consulting Group, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

15 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

William Martin Work History

William has been registered as a financial advisor for 15 years.*

2019 - Present (5 years)

Uhy Advisors Mid-Atlantic Md, Inc

2011 - Present (13 years)

Triad Advisors Inc

2004 - Present (20 years)

The Prosperity Consulting Group, LLC

1995 - Present (29 years)

1St Global Capital Corp

2004 - 2019 (15 years)

Hertzbach & Co., P.A

*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 William Martin 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
Erin Ansalvish
Owings Mills, MD
Lauren Rebbel
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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