Sabrina Mangual
Sabrina Mangual is a registered investment advisor at Prosperity - an Eisneramper Company, based in New York, NY, with 15 years of industry experience. Sabrina 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
733 Third Avenue, New York, NY, 10017
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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
Sabrina is a Relationship Manager at Prosperity - An EisnerAmper Company, dedicating nearly all of her time to managing client relationships and reviewing accounts. She also owns STL Traders LLC, spending about 10-20% of her time on order fulfillment, product preparation, shipping, and bookkeeping.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Previous Registrations
Eisneramper Wealth Management & Corporate Benefits, LLC
Apw Capital, INC.Broker
LPL Financial LLC
Gladstone Wealth Group
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations2 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.