Grace
Nicholson
Prosperity Capital Advisors
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About this Advisor
Grace Nicholson is a financial advisor based in Westlake, Ohio, working with Prosperity Capital Advisors. Grace has previously held positions at Motiv8 Investments LLC, Silver Key Benefits, American Senior Benefits, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, and Akamai Advisors (D.B.A. For Advisory Business). Grace has passed the Series 65 regulatory exam and is registered to provide services in Idaho and Utah. Currently, Grace is part of Prosperity Capital Advisors, which operates out of Westlake, Ohio. 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
Grace Nicholson Work History
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
Motiv8 Investments LLC
Akamai Advisors (D.B.A. For Advisory Business)
Silver Key Benefits
American Senior Benefits
Disclosures
Please visit the SEC profile of Grace Nicholson 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
Westlake, OH
Arden, NC
Westlake, OH
Arden, NC
Westlake, OH
Lake Charles, LA
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