Prosperity Capital Advisors

Prosperity Capital Advisors (CRD# 156480) is a financial advisory firm headquartered in Westlake, OH. They manage $936,970,252 in 5,890 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    937
    MILLION
  • Total Number of Accounts
    5,890
    ACCOUNTS
  • Average Account Value
    $159,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

Financial Advisors at Prosperity Capital Advisors
Showing 1 - 10 of 48 top financial advisors.
1
David M. Alison
CRD#: 5425119
Westlake, OH 44145

David Alison (CRD# 5425119) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry. David Alison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Wayne A. Barker
CRD#: 5982189
Westlake, OH 44145

Wayne Barker (CRD# 5982189) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 8 years of experience in the finance industry.

3
Bryan J. Bibbo
CRD#: 6263504
Avon, OH 44011

Bryan Bibbo (CRD# 6263504) is an Investment Advisor Representative working at Prosperity Capital Advisors in Avon, OH and has over 5 years of experience in the finance industry.

4
Jeremy D. Bryant
CRD#: 4697525
Charlotte, NC 28211

Jeremy Bryant (CRD# 4697525) is an Investment Advisor Representative working at Prosperity Capital Advisors in Charlotte, NC and has over 16 years of experience in the finance industry.

5
Donald F. Chamberlin
CRD#: 5715574
Saint Louis, MO 63131

Donald Chamberlin (CRD# 5715574) is an Investment Advisor Representative working at Prosperity Capital Advisors in Saint Louis, MO and has over 9 years of experience in the finance industry. Donald Chamberlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Donald F. Chamberlin
CRD#: 1357783
Saint Louis, MO 63131

Donald Chamberlin (CRD# 1357783) is an Investment Advisor Representative working at Prosperity Capital Advisors in Saint Louis, MO and has over 34 years of experience in the finance industry.

7
Lisa M. Chenet
CRD#: 6687377
Westlake, OH 44145

Lisa Chenet (CRD# 6687377) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 3 years of experience in the finance industry.

8
Deborah K. Cundiff
CRD#: 2480598
Schererville, IN 46375

Deborah Cundiff (CRD# 2480598) is an Investment Advisor Representative working at Prosperity Capital Advisors in Schererville, IN and has over 25 years of experience in the finance industry.

9
Michael J. Delgreco
CRD#: 5108110
Pittsburgh, PA 15236

Michael Delgreco (CRD# 5108110) is an Investment Advisor Representative working at Prosperity Capital Advisors in Pittsburgh, PA and has over 7 years of experience in the finance industry.

10
John W. Dowd
CRD#: 1203778
East Greenwich, RI 02818

John Dowd (CRD# 1203778) is an Investment Advisor Representative working at Prosperity Capital Advisors in East Greenwich, RI and has over 27 years of experience in the finance industry.

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