Scott
Nolen

Prosperity Capital Advisors

CRD#2357870
Investment Advisor
in Westlake, OH

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About this Advisor

Scott Nolen is a financial advisor who works in Westlake, Ohio who has 2 years of industry experience. Nolen is an advisor for Prosperity Capital Advisors. Throughout their career, they have worked at Genworth Financial, Saybrus Equity Services, New York Life Ins Co, Western & Southern Life Insurance Co, Saybrus Partners, Inc, Prosperity Capital Advisors, The Chamberlin Group (D.B.A.), American Retirement Academy (D.B.A.), Pruco Securities LLC and The Prudential Insurance Company Of America. Nolen maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri. Prosperity Capital Advisors is an advisory company operating out of Westlake, OH. The firm has offices in 26 locations and a total of 143 financial advisors. It manages $2 billion in assets between its 7,565 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to three charities and foundations. Of its 7,565 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in investable assets. Prosperity Capital Advisors has a wide array 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 are based on which service is offered. However, fees charged by Prosperity Capital Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

Scott Nolen Work History

Scott has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

American Retirement Academy (D.B.A.)

2021 - Present (3 years)

Prosperity Capital Advisors

2020 - Present (4 years)

The Chamberlin Group (D.B.A.)

2018 - 2021 (3 years)

Pruco Securities LLC

2018 - 2021 (3 years)

The Prudential Insurance Company Of America

2017 - 2018 (1 year)

Saybrus Equity Services

2017 - 2018 (1 year)

Saybrus Partners, Inc

2016 - 2017 (1 year)

Western & Southern Life Insurance Co

2013 - 2016 (3 years)

New York Life Ins Co

2009 - 2013 (4 years)

Genworth Financial

*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 Scott Nolen 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
Matthew Longland
Ft Mitchell, KY
Hallie Marshall
Westlake, OH
Jake Giles
Arden, NC
Richard Dunnett
Schererville, IN
William Guthrie
Westlake, OH
Conrad Levesque
Marietta, GA
Joshua Reesman
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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