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
Joshua Reesman (CRD# 5699254) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 14 years of experience in the finance industry.
Ebony Rideau (CRD# 7469865) is an Investment Advisor Representative working at Prosperity Capital Advisors in Lake Charles, LA and has 1 year of experience in the finance industry.
Elliot Rybak (CRD# 7865103) is an Investment Advisor Representative working at Prosperity Capital Advisors in Saint Louis, MO and has 1 year of experience in the finance industry.
Andrew Serzan (CRD# 4537685) is an Investment Advisor Representative working at Prosperity Capital Advisors in Red Bank, NJ and has over 21 years of experience in the finance industry.
Corey Shevlin (CRD# 7641482) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has 1 year of experience in the finance industry.
Grant Shulman (CRD# 7809775) is an Investment Advisor Representative working at Prosperity Capital Advisors in Red Bank, NJ and has 1 year of experience in the finance industry.
Joshua Soria (CRD# 7777680) is an Investment Advisor Representative working at Prosperity Capital Advisors in Grass Valley, CA and has 1 year of experience in the finance industry.
Sarah Soria (CRD# 5380942) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 8 years of experience in the finance industry.
Sarah Warnkin (CRD# 7788780) is an Investment Advisor Representative working at Prosperity Capital Advisors in Avon, OH and has 1 year of experience in the finance industry.
Thomas Wells (CRD# 6059305) is an Investment Advisor Representative working at Prosperity Capital Advisors in Saint Louis, MO and has over 11 years of experience in the finance industry.