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Managing Member · Prism Planning and Solutions Group

Julia A. Peloso-Barnes

CRD 1260944 · Named on Form ADV at one SEC-registered adviser

At a glance

Prism Planning and Solutions Group, an SEC-registered wealth manager based in White Plains, NY with $157 million in regulatory assets, lists Julia A. Peloso-Barnes on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Julia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Leila M. ShaverChief Compliance Officer, Prism Planning and Solutions Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.