Paul
Esposito

Prestige Wealth Management Group, LLC

CRD#4843860
Investment Advisor
in Flemington, NJ

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About this Advisor

Paul Esposito is a certified financial planner and chartered financial analyst working out of Flemington, New Jersey with 5 years of relevant experience. Esposito is on the advisory team at Prestige Wealth Management Group, LLC. The advisor has gained experience at Wells Fargo Trust Company, Alliance Wealth Management Group, LLC, Prestige Wealth Management Group and Prestige Wealth Services Group. Esposito maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in New Jersey. Prestige Wealth Management Group, LLC is an advisory business that has its headquarters in Flemington, NJ. The investment advisory business has offices in two locations and a total of eight people on staff. It administers $463 million in total assets between its 1,142 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,142 client accounts, 44% belong to high-net-worth clients who have at least $1 million in investable assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on which service is offered. However, fee types billed by Prestige Wealth Management Group, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

31 State Route 12
Flemington, NJ 08822

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Prestige Wealth Management Group, LLC Brokerage Details

Total Assets Under Management

$463,285,994

NJ Average: $10,121,009,343
Total Number of Employees

8

NJ Average: 92
Total Number of Accounts

1,142

NJ Average: 6,978
Average Account Size

$405,680

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Paul Esposito Work History

Paul has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Prestige Wealth Management Group

2018 - Present (6 years)

Prestige Wealth Services Group

2014 - 2018 (4 years)

Alliance Wealth Management Group, LLC

2010 - 2014 (4 years)

Wells Fargo Trust Company

*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 Paul Esposito 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 Prestige Wealth Management Group, LLC

Alyssa Mcmahon
Flemington, NJ
Nathaniel Hodgson
Flemington, NJ
John Deangelo
Flemington, NJ
Michael Williams
Flemington, NJ
Paul Esposito
Flemington, NJ
Roy Williams
Flemington, NJ

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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