RP
RP

Rosanna Prestia

2 Years of Experience
Ronkonkoma, NY

Rosanna Prestia is a registered investment advisor at Hydra Wealth Advisors LLC, based in Ronkonkoma, NY, with 2 years of industry experience. Rosanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hydra Wealth Advisors offers membership plans that include virtual meetings and email correspondence:

  • Basic Membership — $500 start-up fee, then $150+/month for quarterly meetings and email access.
  • Premium Membership — $750 start-up fee, then $250+/month for bi-monthly meetings and email access.
  • Elite Membership — $1000 start-up fee, then $500+/month for monthly meetings and email access.

The start-up fee covers client onboarding and data gathering.

Hydra Wealth Advisors offers investment and wealth advising on an hourly or project basis:

  • Hourly consulting — $500 to $1000+/hour, depending on complexity.
  • Project-based advising — $1000-$10,000+, depending on the project's nature and complexity.
Annual Retainer:$1,800 - $6,000/year
One-Time Plan:$1,000 - $10,000
Hourly Rate:$500 - $1,000/hr
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Location

2221 5th Ave, Unit 3, Ronkonkoma, NY, 11779

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rosanna is the owner and executive officer of Melting and Filling Equipment Inc, which engages in online sales of thermal engineering equipment. She spends a few hours per week on administrative and decision-making tasks related to this business.

Employment History
Current Registrations
Hydra Wealth Advisors LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
Rosanna Prestia - Financial Advisor | TrueAdvisor