Stephen
Dellelo
Prosperity Capital Advisors
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About this Advisor
Stephen Dellelo is a financial advisor based in South Easton, Massachusetts, working with Prosperity Capital Advisors. Stephen has previously held positions at Next Financial Group, Inc, C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors, and Retirement Income Strategies, LLC Dba Dellelo Wealth Management. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Stephen is part of Prosperity Capital Advisors, which operates out of South Easton, 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
Stephen Dellelo Work History
C2P Capital Advisory Group D.B.A. Prosperity Capital Advisors
Retirement Income Strategies, LLC Dba Dellelo Wealth Management
Next Financial Group, Inc
Disclosures
Please visit the SEC profile of Stephen Dellelo 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
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Edwardsville, IL
Arden, NC
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