Anthony
Engrassia
Prosperity Capital Advisors
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About this Advisor
Anthony Engrassia is a financial advisor based in Rocky Mount, North Carolina, working with Prosperity Capital Advisors. Anthony has previously held positions at Mutual Of Omaha Investor Services, Inc, Mutual/United Of Omaha Insurance Company, Mercap Securities, LLC, Wealth Management Strategies, Inc, and Prosperity Capital Advisors. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Anthony is part of Prosperity Capital Advisors, which operates out of Rocky Mount, North Carolina. 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
Anthony Engrassia Work History
Prosperity Capital Advisors
Wealth Management Strategies, Inc
Mercap Securities, LLC
Mutual Of Omaha Investor Services, Inc
Mutual/United Of Omaha Insurance Company
Disclosures
Please visit the SEC profile of Anthony Engrassia 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
Westlake, OH
Arden, NC
Arden, NC
South Easton, MA
Westlake, OH
Lake Charles, LA
Westlake, OH
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