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.
CRD# 1674318
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 736374
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Capital Advisors | Westlake, OH | Aug 2018 - Current | 5 |
| Wealth Management Strategies, Inc. | Rocky Mount, NC | Jan 2000 - Current | 24 |
| Mercap Securities, LLC | Paoli, PA | Jul 2020 - Nov 2020 | < 1 |
| Mutual Of Omaha Investor Services, Inc. | Wilmington, NC | Jul 1991 - Aug 2018 | 27 |
| Mutual/united Of Omaha Insurance Company | Rocky Mount, NC | Jul 1991 - Aug 2018 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
- NC
- TX
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Total Assets Under Management2,245MILLIONS
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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
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