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Ana Paola Bou- Goldsmith

Investment Adviser Representative at PROSPERITY - AN EISNERAMPER COMPANY

GREENWICH, CTCRD #5175687Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New JerseyNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/23/2023
Series 66
Uniform Combined State Law Examination
Passed 9/24/2007
Series 7
General Securities Representative Examination
Passed 7/23/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

PROSPERITY - AN EISNERAMPER COMPANY Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
7/24/200712/6/2010GREENWICH, CT

Official records & sources

Data as of May 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ana Paola Bou- Goldsmith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Ana Paola Bou- Goldsmith - Financial Advisor in GREENWICH, CT | AdvisorFinder