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).

By the Numbers
  • Total Assets Under Management
    1,712
    MILLION
  • Total Number of Accounts
    7,565
    ACCOUNTS
  • Average Account Value
    $226,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Prosperity Capital Advisors
Showing 41 - 50 of 90 top financial advisors.
41
Peter C. Lynch
CRD#: 2989299
6 Drummond Place, Red Bank, NJ 07701

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.

42
Kalem J. Mackey
CRD#: 4489496
Arvada, CO

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.

43
Julie T. Manning
CRD#: 5664823
30400 Detroit Road, Suite 201, Westlake, OH 44145

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.

44
Darrin M. McComas
CRD#: 6632790
30400 Detroit Road, Suite 201, Westlake, OH 44145

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.

45
Seth A. Meisler
CRD#: 2806843
Golden Valley, MN

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.

46
Brian D. Minier
CRD#: 6289530
30400 Detroit Road, Suite 201, Westlake, OH 44145

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.

47
David B. Panko
CRD#: 5300490
30400 Detroit Road, Suite 201, Westlake, OH 44145

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.

48
Clinton S. Pelfrey
CRD#: 5975011
30400 Detroit Road, Suite 201, Westlake, OH 44145

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.

49
Glen R. Pier
CRD#: 4819334
3400 Sweeten Creek Road, Suite A, Arden, NC 28704

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.

50
Catherine B. Reid
CRD#: 5579457
3400 Sweeten Creek Road, Suite A, Arden, NC 28704

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.

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