ProEast Asset Management, LLC Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

ProEast Asset Management offers a holistic approach to financial planning.  We believe a client needs an advisor that can not only help grow assets, but educate clients along the way.  Our team will integrate your personal finances, investments, taxes, risk management and more to provide you a custom financial roadmap to help you achieve YOUR financial freedom.

Securities offered through Securities America, Inc., member FINRA (www.finra.org)/ SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc., ProEast Asset Management, LLC and the Securities America companies are separate entities.

Member FINRA (www.finra.org) / SIPC (www.sipc.org).  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.  The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Find ProEast Asset Management, LLC employees' phone numbers or email addresses

ProEast Asset Management, LLC Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

ProEast Asset Management, LLC's Leadership

  • Stylized image of a person
    N. M. O.
    Vice President Of Client Relations & Operations
    Phone icon
  • Stylized image of a person
    W. H.
    Founder, Chief Analyst
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  • Stylized image of a person
    A. M. P.
    Managing Partner, Wealth Advisor
    Phone icon
  • Stylized image of a person
    B. B.
    Owner
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  • Stylized image of a person
    M. S.
    Vice-President
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  • Stylized image of a person
    J. S.
    Operational Specialist
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  • Stylized image of a person
    J. A. S.
    Client Services Specialist
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  • Stylized image of a person
    J. W.
    Financial Paraplanner
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ProEast Asset Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from ProEast Asset Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. M. P.
    Managing Partner, Wealth Advisor
    Phone icon
    United StatesConnecticut
    Mar 25, 2026
  • Stylized image of a person
    B. B.
    Owner
    Phone icon
    UNITED STATES
    Jul 12, 2023
  • Stylized image of a person
    W. H.
    Founder, Chief Analyst
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    N. M. O.
    Vice President Of Client Relations & Operations
    Phone icon
    United States
    Oct 20, 2025
  • Stylized image of a person
    M. S.
    Vice-President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. S.
    Operational Specialist
    Phone icon
    Aug 11, 2025
  • Stylized image of a person
    J. A. S.
    Client Services Specialist
    Phone icon
    United StatesNew York
    Aug 09, 2025
  • Stylized image of a person
    J. W.
    Financial Paraplanner
    Phone icon
    United StatesGeorgia
    Oct 20, 2025
  • Stylized image of a person
    M. M.
    Wealth Advisor
    Phone icon
    Apr 02, 2025
  • Stylized image of a person
    M. C.
    Professor, Financial Intelligence
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is ProEast Asset Management, LLC known for?

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ProEast Asset Management, LLC was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 225 Oakland Road South Windsor, Connecticut 06074 United States; you can contact the main corporate office by phone at . Explore ProEast Asset Management, LLC's company overview page for more information.

What is ProEast Asset Management, LLC's most common email format?

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

How many employees does ProEast Asset Management, LLC have currently?

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ProEast Asset Management, LLC has approximately 9 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are ProEast Asset Management, LLC's key employees and leadership?

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As of March 2026, ProEast Asset Management, LLC's key employees include:

  • Vice President Of Client Relations & Operations: N. M. O.
  • Founder, Chief Analyst: W. H.
  • Managing Partner, Wealth Advisor: A. M. P.
  • Owner: B. B.
  • Vice-President: M. S.

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