Michael
Rahbari

Prosperity Capital Advisors

CRD#7494223
Investment Advisor
in Westlake, OH

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About this Advisor

Michael Rahbari is a financial advisor who works out of Westlake, Ohio with 1 year of industry experience. Rahbari is on the advisory team at Prosperity Capital Advisors. Their career trajectory has included roles at Prosperity Capital Advisors, Heritage Group Of Companies, Mars Properties LLC and Ocean County College And Kean University. Rahbari maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in New Jersey. Prosperity Capital Advisors is a business that has its headquarters in Westlake, OH. It has offices in 26 locations and a total of 143 financial advisors. It oversees $2 billion in total assets between its 7,565 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 7,565 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. The business performs a number 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 fee schedules usually depend on which services the firm provides the client. Fees billed by Prosperity Capital Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

30400 Detroit Road Suite 201
Westlake, OH 44145

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$1,712,428,969

OH Average: $2,106,341,625
Total Number of Employees

143

OH Average: 34
Total Number of Accounts

7,565

OH Average: 1,972
Average Account Size

$226,362

OH Average: $1,068,125

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

Michael Rahbari Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Prosperity Capital Advisors

2022 - Present (2 years)

Heritage Group Of Companies

2016 - 2022 (6 years)

Mars Properties LLC

2010 - 2016 (6 years)

Ocean County College And Kean 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 Michael Rahbari 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

Brandon Williams
Westlake, OH
Hallie Marshall
Westlake, OH
Richard Dunnett
Schererville, IN
Matthew Longland
Ft Mitchell, KY
Jake Giles
Arden, NC
Joseph Salerno
Westlake, OH
Benjamin Roy
Westlake, OH
Allen Sasser
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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