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.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake, OH | Apr 2024 - Current | < 1 |
| Middletown Sports Complex | Middletown Township, NJ | Mar 2024 - Current | < 1 |
| M Holdings Securities, Inc. | Portland, OR | Sep 2023 - Current | < 1 |
| Oneteam Financial (d.b.a. For Advisory Business) | Red Bank, MN | Sep 2023 - Current | < 1 |
| Premier Design And Build Company | Iselin, NJ | Apr 2022 - Jul 2023 | 1 |
| Full- Time Education | New Brunswick, NJ | Sep 2019 - May 2023 | 3 |
| Louro Development Group, LLC | Wall Township, NJ | Jun 2021 - Sep 2021 | < 1 |
| Michael Cottrell Pools | Bayville, NJ | May 2021 - Jul 2021 | < 1 |
| Unemployed | Wall Township, NJ | Sep 2020 - May 2021 | < 1 |
| Ed Wright Masonry | Neptune City, NJ | Jun 2020 - Sep 2020 | < 1 |
| Unemployed | Wall Township, NJ | Sep 2019 - May 2020 | < 1 |
| Ed Wright Masonry | Neptune City, NJ | May 2019 - Sep 2019 | < 1 |
| Unemployed | Wall Township, NJ | Jan 2013 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- NJ
- NY
-
Total Assets Under Management2,245MILLIONS
-
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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