Prosperity Capital Advisors
Prosperity Capital Advisors (CRD# 156480) is a financial advisory firm headquartered in Westlake, OH. They manage $2,245,308,171 in 9,396 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management2,245MILLION
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
Gregory Dillon (CRD# 4771321) is an Investment Advisor Representative working at Prosperity Capital Advisors in Red Bank, NJ and has over 16 years of experience in the finance industry.
Sal Disalvo (CRD# 1554473) is an Investment Advisor Representative working at Prosperity Capital Advisors in Smithtown, NY and has over 34 years of experience in the finance industry.
John Dowd (CRD# 1203778) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 31 years of experience in the finance industry.
Richard Dunnett (CRD# 2693001) is an Investment Advisor Representative working at Prosperity Capital Advisors in Schererville, IN and has over 13 years of experience in the finance industry.
John Eikanger (CRD# 1817262) is an Investment Advisor Representative working at Prosperity Capital Advisors in Bonita Springs, FL and has over 8 years of experience in the finance industry.
Anthony Engrassia (CRD# 2358654) is an Investment Advisor Representative working at Prosperity Capital Advisors in Rocky Mount, NC and has over 30 years of experience in the finance industry.
Michael Fusella Valdez (CRD# 6733040) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 7 years of experience in the finance industry.
Martha Grimshaw-Killian (CRD# 2683822) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 28 years of experience in the finance industry.
Timothy Haas (CRD# 4810370) is an Investment Advisor Representative working at Prosperity Capital Advisors in Sandy Hook, CT and has over 19 years of experience in the finance industry.
Gregory Hammer (CRD# 2391874) is an Investment Advisor Representative working at Prosperity Capital Advisors in Schererville, IN and has over 30 years of experience in the finance industry.