Zachary
Leonard
Prosperity Capital Advisors
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About this Advisor
Zachary Leonard is a financial advisor who works out of Rocky Mount, North Carolina. Leonard is an employee of Prosperity Capital Advisors. Over the course of their career, they have held roles at Prosperity Capital Advisors, Wealth Management Strategies, K2 Ranch, LLC, Zachary Leonard Marine Services, North Carolina State University and West Johnston High School. Leonard maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in North Carolina and Texas. Prosperity Capital Advisors is a registered investment company headquartered in Westlake, OH. The firm has offices in 26 locations and a total of 143 financial advisors. It handles $2 billion in total assets between its 7,565 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves three charities and foundations. Of its 7,565 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on the financial services provided. Fees billed by Prosperity Capital Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$1,712,428,969
143
7,565
$226,362
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
- Other
Zachary Leonard Work History
Zachary has been registered as a financial advisor for 0 years.*
Prosperity Capital Advisors
Wealth Management Strategies
K2 Ranch, LLC
Zachary Leonard Marine Services
North Carolina State University
West Johnston High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zachary Leonard 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
Arden, NC
Ft Mitchell, KY
Westlake, OH
Schererville, IN
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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