Prosperity Capital Advisors
Prosperity Capital Advisors (CRD# 156480) is a financial advisory firm headquartered in Westlake, OH. They manage $1,712,428,969 in 7,565 accounts and serve the financial needs of clients across 36 states (or territories).
-
Total Assets Under Management1,712MILLION
-
Total Number of Accounts7,565ACCOUNTS
-
Average Account Value$226,362
- 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
- Other
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
Peter Lynch (CRD# 2989299) is an Investment Advisor Representative working at Prosperity Capital Advisors in Red Bank, NJ and has over 26 years of experience in the finance industry.
Kalem Mackey (CRD# 4489496) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arvada, CO and has over 22 years of experience in the finance industry.
Julie Manning (CRD# 5664823) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 10 years of experience in the finance industry.
Darrin McComas (CRD# 6632790) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 7 years of experience in the finance industry.
Seth Meisler (CRD# 2806843) is an Investment Advisor Representative working at Prosperity Capital Advisors in Golden Valley, MN and has over 13 years of experience in the finance industry.
Brian Minier (CRD# 6289530) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 9 years of experience in the finance industry.
David Panko (CRD# 5300490) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 16 years of experience in the finance industry.
Clinton Pelfrey (CRD# 5975011) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 11 years of experience in the finance industry.
Glen Pier (CRD# 4819334) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arden, NC and has over 19 years of experience in the finance industry.
Catherine Reid (CRD# 5579457) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arden, NC and has over 6 years of experience in the finance industry.