Calvin
Smith
Prosperity Capital Advisors
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About this Advisor
Calvin Smith is a financial advisor who works in Westlake, Ohio, who has 12 years of industry experience. Smith is currently employed by Prosperity Capital Advisors. Throughout their career, they have worked at Cp Smith Enterprises, Inc and C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors. Smith has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Louisiana, South Carolina and Texas. Prosperity Capital Advisors is a financial advisory firm based in Westlake, OH. The investment advisory business has offices in 26 locations and a total of 143 financial advisors. It administers $2 billion in assets under management across its 7,565 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises three charitable organizations. Of its 7,565 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. Prosperity Capital Advisors 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. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Prosperity Capital Advisors most likely are comprised of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,712,428,969
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
143
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
7,565
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$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
Calvin Smith Work History
Calvin has been registered as a financial advisor for 12 years.*
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
Cp Smith Enterprises, Inc
*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 Calvin Smith 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
Ft Mitchell, KY
Arden, NC
Westlake, OH
Schererville, IN
Westlake, OH
Westlake, OH
Red Bank, NJ
Saint Louis, MO
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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