David
Roth
Prosperity Capital Advisors
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About this Advisor
David Roth is a financial advisor based in Littleton, Massachusetts, working with Prosperity Capital Advisors. David has previously held positions at Kelly Educational Services, Self Employed Freelance Musician, Breezy Day Productions, Good Thomas Productions, Julie's Cat Care, and Alison Wealth Management. David has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, David is part of Prosperity Capital Advisors, which operates out of Littleton, Massachusetts. 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
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
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
David Roth Work History
Alison Wealth Management
Breezy Day Productions
Julie'S Cat Care
Good Thomas Productions
Kelly Educational Services
Self Employed Freelance Musician
Disclosures
Please visit the SEC profile of David Roth 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
Westlake, OH
Arden, NC
Edwardsville, IL
Westlake, OH
Westlake, OH
Arden, NC
Lake Charles, LA
Westlake, OH
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