Prosperity Capital Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 156480
- SEC number
- 801-72187
- Firm type
- RIA
- Assets under management
- $4.4B as of Mar 23, 2026
- Website
- www.facebook.com/PROSPERITYCAPITALAdvisors ↗
- Phone
- 888-240-0064
- Address
- 30400 Detroit Road, Westlake, OH, 44145
Advisors at this firm
103 in our index · page 1 of 3
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Ashwini Kumar AhluwaliaCRD 1783739 · Berkeley Heights, NJIA RegisteredBrokerDisclosure event(s) on record
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David Matthew AlisonCRD 5425119 · Charleston, SCIA Registered
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Kurt M ArseneauCRD 6471130 · Cumming, GAIA Registered
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Ryan Patrick AsherCRD 7175902 · Westlake, OHIA RegisteredRegistration inactive
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Jeannette BajaliaCRD 6693642 · Jacksonville, FLIA RegisteredDisclosure event(s) on record
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Wayne Alan BarkerCRD 5982189 · Westlake, OHIA Registered
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John Brandon BellCRD 2744350 · Roanoke, VAIA RegisteredRegistration inactive
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Bryan J BibboCRD 6263504 · Avon, OHIA Registered
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Robert Martin BlackCRD 1145742 · Red Bank, NJIA RegisteredBrokerDisclosure event(s) on record
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Timothy Paul BogertCRD 1017640 · Rochester, MIIA RegisteredRegistration inactive
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Philip BrandtCRD 5586965 · Kalamazoo, MIIA Registered
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David T BuckwaldCRD 1883251 · Red Bank, NJIA RegisteredBrokerDisclosure event(s) on record
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Cheryl A BushCRD 6302116 · South Easton, MAIA Registered
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Kelli A BuraglioCRD 5510637 · Prior Lake, MNIA RegisteredRegistration inactive
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Caleb David BurrCRD 8128202 · Avon, OHIA Registered
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Giancarlo CapodannoCRD 6296571 · Red Bank, NJIA RegisteredBroker
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Adam Spencer CareyCRD 7226532 · Arden, NCIA Registered
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Caleb Luke ChristianCRD 6587517 · Montgomery, TXIA RegisteredRegistration inactive
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James Michael CombloCRD 6220665 · Fishkill, NYIA RegisteredBroker
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Jason Andrew CooperCRD 5680957 · South Easton, MAIA RegisteredRegistration inactive
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Lisa Maria ChenetCRD 6687377 · Chesapeake, VAIA Registered
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Shane James ClarkeCRD 2970735 · Waterford, CTIA RegisteredBroker
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Deborah Kipp CundiffCRD 2480598 · Schererville, INIA RegisteredRegistration inactive
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Danielle Farina D'angiolilloCRD 3153758 · Red Bank, NJIA RegisteredBroker
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Jeffrey Dominic DattoloCRD 1697777 · Red Bank, NJIA RegisteredBroker
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Michael Joseph DelgrecoCRD 5108110 · Pittsburgh, PAIA Registered
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Stephen Anthony DelleloCRD 2170012 · South Easton, MAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Gregory F DillonCRD 4771321 · Berkeley Heights, NJIA RegisteredBroker
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Sal Joseph DisalvoCRD 1554473 · Hauppauge, NYIA RegisteredRegistration inactive
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James Michael DeluciaCRD 8169987 · Hauppauge, NYIA Registered
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Richard Thomas DunnettCRD 2693001 · Schererville, INIA RegisteredRegistration inactiveDisclosure event(s) on record
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Charles Ryan EhrenfriedCRD 5262673 · Cincinnati, OHIA RegisteredRegistration inactive
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John Raymond EikangerCRD 1817262 · Bonita Springs, FLIA Registered
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Anthony Gerard EngrassiaCRD 2358654 · Rocky Mount, NCIA RegisteredRegistration inactive
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Anthony Joseph EngrassiaCRD 6826940 · Rocky Mount, NCIA Registered
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Jason Mark FoxCRD 8040317 · Spokane Valley, WAIA Registered
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Todd Michael Gehring-GervaseCRD 7689207 · Schereville, INIA RegisteredRegistration inactive
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Jake R GilesCRD 7119322 · Arden, NCIA RegisteredRegistration inactive
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David GriswoldCRD 7744403 · Schwereville, INIA Registered
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Justin Brady GrossmanCRD 6083113 · Avon, OHIA RegisteredRegistration inactive
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William C GuthrieCRD 6346818 · Jacksonville, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
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Timothy Joseph HaasCRD 4810370 · Sandy Hook, CTIA RegisteredRegistration inactive
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Joanna R HabeggerCRD 6386317 · Carmel, INIA RegisteredRegistration inactive
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Keith U HeritageCRD 5231172 · Alachua, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
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Tyler Duane HuckCRD 5994720 · Cumming, GAIA RegisteredRegistration inactive
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Marci HodgeCRD 7449604 · Deland, FLIA Registered
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Gayle Marie JendzejecCRD 1636272 · North Kingstown, RIIA RegisteredDisclosure event(s) on record
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Casey JohansenCRD 6805187 · Schererville, INIA RegisteredRegistration inactive
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John Douglas JonesCRD 7625391 · Alachua, FLIA Registered
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Scott Vincent KaupCRD 1002907 · Stuart, NEIA RegisteredRegistration inactiveDisclosure event(s) on record
1–50 of 103Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 156480 ↗
FINRA BrokerCheck record for firm CRD 156480 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.