Prentice Wealth Management, LLC Employee Directory

Q: What is Prentice Wealth Management, LLC known for?

Prentice Wealth Management, LLC was founded in 2008. Prentice Wealth Management, LLC operates in the Financial Services industry.

Financial ServicesNew York, United States11-50 Employees

We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process. With over 120 years of combined experience in the financial services industry, we advise clients on a vast number of financial issues to advance their ambitions and empower them to live more confidently.  Our business model has always been one that places clients’ best interests at the forefront of every decision.  By retaining a select group of advisors, in counsel to a limited number of clients, we are deeply engaged, and deliver a world class wealth management experience.  We continue to build our team by adding expertise and capabilities to enhance the client experience.

Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Adviser. Prentice Wealth Management and LPL Financial are separate entities.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find Prentice Wealth Management, LLC employees' phone numbers or email addresses

Prentice Wealth Management, LLC Global Highlights

North America
17

United States Of America
17

Prentice Wealth Management, LLC's Leadership

W. C.
President
Mobile Phone
Email
S. T.
Partner
Mobile Phone
Email
W. P.
Managing Partner
Mobile Phone
Email
D. G. C. C.
Certified Financial Planner
Mobile Phone
Email
A. V.
Wealth Management Advisor
Mobile Phone
Email
M. D.
Client Service Administrator
Mobile Phone
Email
C. C.
P.R. And Communications Specialist
Mobile Phone
Email
K. R.
Client Service Administrator
Mobile Phone
Email

Contact profiles from Prentice Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

A. H.
Client Service Administrator
Mobile Phone
Email
United StatesNew York
May 07, 2025
K. P. F. W.
Client Services
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Prentice Wealth Management, LLC known for?

Prentice Wealth Management, LLC was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-585-218-****

. Explore Prentice Wealth Management, LLC's company overview page for more information.

What is Prentice Wealth Management, LLC's most common email format?

Prentice Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prentice Wealth Management, LLC email formats with LeadIQ.

How many employees does Prentice Wealth Management, LLC have currently?

Prentice Wealth Management, LLC has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Prentice Wealth Management, LLC's key employees and leadership?

As of December 2025, Prentice Wealth Management, LLC's key employees include:

President: W. C.
Partner: S. T.
Managing Partner: W. P.
Certified Financial Planner: D. G. C. C.
Wealth Management Advisor: A. V.

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