Grant
Shulman
Prosperity Capital Advisors
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About this Advisor
Grant Shulman is a financial advisor based in Red Bank, New Jersey, working with Prosperity Capital Advisors. Grant has previously held positions at M Holdings Securities, Inc, Premier Design And Build Co, Louro Development Group, LLC, Michael Cottrell Pools, Ed Wright Masonry, Full-Time Education, Middletown Sports Complex, Oneteam Financial (D.B.A. For Advisory Business), and C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors. Grant has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Grant is part of Prosperity Capital Advisors, which operates out of Red Bank, New Jersey. 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
Grant Shulman Work History
Middletown Sports Complex
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
M Holdings Securities, Inc
Oneteam Financial (D.B.A. For Advisory Business)
Premier Design And Build Co
Louro Development Group, LLC
Michael Cottrell Pools
Ed Wright Masonry
Ed Wright Masonry
Full- Time Education
Disclosures
Please visit the SEC profile of Grant Shulman 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
South Easton, MA
Arden, NC
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Westlake, OH
Westlake, OH
Westlake, OH
Lake Charles, LA
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