Advisor at Premier Prosperity Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Premier Prosperity Advisors LLC
Location
Newtown, PA
Credentials
Series 66
Industry experience
14 years
Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.
Based on Premier Prosperity Advisors LLC
Based on Premier Prosperity Advisors LLC
$0+: 0.5% +: 1.5%
Commission-based compensation earned by insurance agents for selling insurance products, separate from advisory fees
$150 per hour for stand-alone financial planning and consulting services, negotiable
Newtown, PA
Pennsylvania
Premier Prosperity Advisors LLC
2017 - Present (9 years)
MERRILL LYNCH
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®
Hopewell, NJ
Roche Financial Partners LLC
Series 66
Bensalem, PA
Conroy Capital LLC
Series 63, Series 65
Newtown, PA
Paladin Retirement Advisors
Series 65, Series 66
Doylestown, PA
DEL VAL Retirement and Investment Services Inc
Series 63, Series 65
Langhorne, PA
City Investment Advisors, Inc.
Series 63, Series 65
Doylestown, PA
Solebury Asset Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")