Prosperity Capital Advisors

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 2 of 3

• Belen KrabbeCRD 1689549 · Hampton, IA
  IA RegisteredRegistration inactive
• Robert Joseph KramerCRD 1715096 · Ottumwa, IA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Maria Linda KaminCRD 5795336 · Pleasanton, CA
  IA Registered
• Benjamin Joseph KaupCRD 6095946 · Stuart, NE
  IA RegisteredRegistration inactive
• Elizabeth LarsonCRD 7060847 · Rochester, MI
  IA RegisteredRegistration inactive
• Richard Thaddeus LincolnCRD 2765841 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Melody Michele LoweCRD 5842592 · Ottumwa, IA
  IA RegisteredRegistration inactive
• Kyleah Parson LeeCRD 6188957 · Chesapeake, VA
  IA Registered
• Zachary T LeonardCRD 7691090 · Rocky Mount, NC
  IA Registered
• Dustyn Taylor LivesayCRD 6704916 · Arden, NC
  IA Registered
• Scott R LueckeCRD 4274416 · Schererville, IN
  IA RegisteredBroker
• Kalem Joseph MackeyCRD 4489496 · Arvada, CO
  IA Registered
• Marie L MadaraszCRD 5426667 · Hauppauge, NY
  IA RegisteredRegistration inactive
• Seth Ariel MeislerCRD 2806843 · Golden Valley, MN
  IA RegisteredRegistration inactive
• Stanley Donald MilovancevCRD 2708228 · Akron, OH
  IA Registered
• Brian Daniel MinierCRD 6289530 · Gahanna, OH
  IA Registered
• Julie Thompson ManningCRD 5664823 · Powhatan, VA
  IA Registered
• Darrin Mitchel MccomasCRD 6632790 · Spokane Valley, WA
  IA Registered
• David Eric MosbergCRD 7829211 · The Woodlands, TX
  IA Registered
• Grace NicholsonCRD 7701677 · Clearfield, UT
  IA Registered
• Carol Lynn OchoaCRD 4499682 · Pleasanton, CA
  IA Registered
• Joseph OverfieldCRD 7659942 · Gahanna, OH
  IA Registered
  Disclosure event(s) on record
• Clinton Shane PelfreyCRD 5975011 · Avon, OH
  IA Registered
• Stoyan Petev PetevCRD 2878857 · St. Louis, MO
  IA RegisteredRegistration inactive
• Luke W RipienskiCRD 4563278 · Woodbury, MN
  IA RegisteredRegistration inactive
• Catherine Basnight ReidCRD 5579457 · Arden, NC
  IA RegisteredBroker
• Ebony RideauCRD 7469865 · Lake Charles, LA
  IA Registered
• Carson Scott RogersCRD 7500802 · Carmel, IN
  IA RegisteredRegistration inactive
• Gary William RonanCRD 6016201 · Colts Neck, NJ
  IA RegisteredRegistration inactive
• David Ira RothCRD 6817197 · Westford, MA
  IA Registered
• Benjamin RoyCRD 6947337 · Westlake, OH
  IA RegisteredRegistration inactive
• Joseph Michael SalernoCRD 2156682 · Clearwater, FL
  IA Registered
• Kirsten Lee SchlumbohmCRD 4474988 · Westlake, OH
  IA RegisteredRegistration inactive
• Carol Ann SchmidlinCRD 2609764 · Egg Harbor Township, NJ
  IA RegisteredRegistration inactive
• Jeffrey Arnold ScottCRD 1086020 · Fishkill, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew SerzanCRD 4537685 · Red Bank, NJ
  IA RegisteredBroker
• Gregory Edward ShulmanCRD 2354222 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Blake Allen SmithCRD 6633633 · Ottumwa, IA
  IA RegisteredRegistration inactive
• Jason L SmithCRD 5738415 · Avon, OH
  IA Registered
• Sarah Flanders SoriaCRD 5380942 · Grass Valley, CA
  IA RegisteredRegistration inactive
• Troy Lane StineCRD 3199358 · Lake Charles, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bernadette Marie StroutCRD 4835859 · Woodridge, NJ
  IA RegisteredRegistration inactive
• Anthony Thomas SwiderskiCRD 4991243 · Alachua, FL
  IA Registered
• Farrin Elizabeth SchetterCRD 8151024 · Jacksonville, FL
  IA Registered
• Grant Edward ShulmanCRD 7809775 · Red Bank, NJ
  IA RegisteredBroker
• Joshua SoriaCRD 7777680 · Grass Valley, CA
  IA Registered
• Joseph Frederick VoellmCRD 6798748 · Avon, OH
  IA Registered
• Ryan J WarnerCRD 4600110 · Westlake, OH
  IA RegisteredBroker
• Jeffrey Scott WarnkinCRD 1445683 · Avon, OH
  IA RegisteredBroker
• Charles Paul WeldeCRD 2547409 · Chadds Ford, PA
  IA Registered

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.