Justin
Grossman
Prosperity Capital Advisors
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About this Advisor
Justin Grossman is a financial advisor who works in Avon, Ohio, with 2 years of industry experience. Grossman is an employee of Prosperity Capital Advisors. Throughout their career, Grossman has worked at Wealth Strategy Advisors, Cameron Mitchell Catering, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, The Ohio State University, Cambridge Investment Research, Inc, Us Bank, The Prudential Insurance Company Of America, Pruco Secruities, LLC, Marigold Catering, Cambridge Investment Group Inc, Equitable Advisors LLC, Thyme Catering, Prosperity Capital Advisors, The Jl Smith Group (D.B.A.), Petros Financial Group (D.B.A.) and Cambridge Investment Research Advisors, Inc. Grossman has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Ohio. Prosperity Capital Advisors is a financial advisory business based in Westlake, OH. The firm has offices in 26 locations and a total of 143 advisors. It has $2 billion in assets under management between its 7,565 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 7,565 client accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. Prosperity Capital Advisors provides a diverse range of services, including 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 which service is provided. Fee types charged by Prosperity Capital Advisors can include any blend 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
$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
Justin Grossman Work History
Justin has been registered as a financial advisor for 2 years.*
Petros Financial Group (D.B.A.)
Prosperity Capital Advisors
The Jl Smith Group (D.B.A.)
Equitable Advisors LLC
Thyme Catering
Marigold Catering
The Prudential Insurance Company Of America
Pruco Secruities, LLC
Cambridge Investment Research, Inc
Cambridge Investment Group Inc
Cambridge Investment Research Advisors, Inc
Us Bank
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Cameron Mitchell Catering
Wealth Strategy Advisors
The Ohio State University
*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 Justin Grossman 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
Schererville, IN
Arden, NC
Westlake, OH
Westlake, OH
Marietta, GA
Westlake, OH
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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