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
Ashwini Ahluwalia (CRD# 1783739) is an Investment Advisor Representative working at Prosperity Capital Advisors in Red Bank, NJ and has over 36 years of experience in the finance industry.
David Alison (CRD# 5425119) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 16 years of experience in the finance industry.
Jeannette Bajalia (CRD# 6693642) is an Investment Advisor Representative working at Prosperity Capital Advisors in Jacksonville, FL and has over 5 years of experience in the finance industry.
Wayne Barker (CRD# 5982189) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.
Stephen Bene (CRD# 5919964) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.
Bryan Bibbo (CRD# 6263504) is an Investment Advisor Representative working at Prosperity Capital Advisors in Avon, OH and has over 10 years of experience in the finance industry.
Robert Black (CRD# 1145742) is an Investment Advisor Representative working at Prosperity Capital Advisors in Venice, FL and has over 29 years of experience in the finance industry.
Jerod Bland (CRD# 5249391) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 16 years of experience in the finance industry.
Timothy Bogert (CRD# 1017640) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 41 years of experience in the finance industry.
David Buckwald (CRD# 1883251) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 27 years of experience in the finance industry.