Kalem
Mackey

Prosperity Capital Advisors

CRD#4489496
Investment Advisor
in Arvada, CO

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About this Advisor

Kalem Mackey is a financial advisor based in Arvada, Colorado, working with Prosperity Capital Advisors. Kalem has previously held positions at Harbinger Asset Management, LLC, Elite Advisory Group, LLC, Foundations Investment Advisors, LLC, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, and C2P Enterprises. Kalem has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Kalem is part of Prosperity Capital Advisors, which operates out of Arvada, Colorado. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Arvada, CO

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$2,245,308,171

CO Average: $2,106,341,625
Total Number of Employees

202

CO Average: 34
Total Number of Accounts

9,396

CO Average: 1,972
Average Account Size

$238,964

CO Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kalem Mackey Work History

2023 - Present (1 year)

C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors

2020 - Present (4 years)

C2P Enterprises

2016 - 2023 (7 years)

Foundations Investment Advisors, LLC

2015 - 2016 (1 year)

Harbinger Asset Management, LLC

2013 - 2022 (9 years)

Elite Advisory Group, LLC

Disclosures

Please visit the SEC profile of Kalem Mackey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Capital Advisors

Jake Giles
Arden, NC
Derrick Gibbs
Westlake, OH
Cheryl Bush
South Easton, MA
Ashwini Ahluwalia
Westlake, OH
Kirsten Schlumbohm
Westlake, OH
Giancarlo Capodanno
Westlake, OH
Eric Langenfeld
Westlake, OH
Grace Nicholson
Westlake, OH

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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