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
Luke Ripienski (CRD# 4563278) is an Investment Advisor Representative working at Prosperity Capital Advisors in Woodbury, MN and has over 21 years of experience in the finance industry.
Gary Ronan (CRD# 6016201) is an Investment Advisor Representative working at Prosperity Capital Advisors in Colts Neck, NJ and has over 12 years of experience in the finance industry.
David Roth (CRD# 6817197) is an Investment Advisor Representative working at Prosperity Capital Advisors in Littleton, MA and has over 7 years of experience in the finance industry.
Joseph Salerno (CRD# 2156682) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 28 years of experience in the finance industry.
Carol Schmidlin (CRD# 2609764) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 27 years of experience in the finance industry.
Gregory Shulman (CRD# 2354222) is an Investment Advisor Representative working at Prosperity Capital Advisors in Red Bank, NJ and has over 30 years of experience in the finance industry.
Calvin Smith (CRD# 5428382) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 15 years of experience in the finance industry.
Jason Smith (CRD# 5738415) is an Investment Advisor Representative working at Prosperity Capital Advisors in Avon, OH and has over 15 years of experience in the finance industry.
Troy Stine (CRD# 3199358) is an Investment Advisor Representative working at Prosperity Capital Advisors in Lake Charles, LA and has over 24 years of experience in the finance industry.
Joseph Voellm (CRD# 6798748) is an Investment Advisor Representative working at Prosperity Capital Advisors in Avon, OH and has over 6 years of experience in the finance industry.