Alyssa
Girod

Prosperity Advisory Group LLC

CRD#7032448
Investment Advisor
in Victor, NY

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About this Advisor

Alyssa Girod is a financial advisor based in Victor, New York, working with Prosperity Advisory Group LLC. Alyssa has previously held positions at Prosperity Advisory Group LLC, Ravenwood Golf Club, Km Investment Services, Inc, Evergreen Federal Credit Union, Peebles, and as a student. Alyssa has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Alyssa is part of Prosperity Advisory Group LLC, which operates out of Victor, New York. The firm has 5 employees and manages assets totaling $196.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Prosperity Advisory Group LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

50 Square Drive Suite 220
Victor, NY 14564

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Prosperity Advisory Group LLC Brokerage Details

Total Assets Under Management

$196,822,842

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

859

NY Average: 3,892
Average Account Size

$229,130

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Alyssa Girod Work History

2021 - Present (4 years)

Prosperity Advisory Group LLC

2022 - 2022 (< 1 year)

Ravenwood Golf Club

2018 - 2021 (3 years)

Km Investment Services, Inc

2018 - 2018 (< 1 year)

Evergreen Federal Credit Union

2017 - 2018 (1 year)

Peebles

2012 - 2017 (5 years)

Student, Full Time

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alyssa Girod 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 Advisory Group LLC

Alyssa Girod
Victor, NY
Martha Jesse
Victor, NY
John Harnish
Victor, NY

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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