Lawrence Seigelstein
Lawrence Seigelstein is a registered investment advisor at Prosperity - an Eisneramper Company, based in Owings Mills, MD, with 21 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence is involved in outside insurance activities, selling life, health, disability, and long-term care insurance since 2018. He is also a Senior Wealth Advisor at Prosperity - An EisnerAmper Company since February 2024, working as a financial planner and retirement plan investment specialist.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Previous Registrations
Eisneramper Wealth Management & Corporate Benefits, LLC
Apw Capital, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Painewebber IncorporatedBroker
D. H. Blair & CO., INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.