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 based in Westlake, Ohio, working with Prosperity Capital Advisors. Scott has previously held positions at New York Life Ins Co, Western & Southern Life Insurance Co, Saybrus Equity Services, Saybrus Partners, Inc, Prosperity Capital Advisors, American Retirement Academy (D.B.A.), The Chamberlin Group (D.B.A.), The Prudential Insurance Company Of America, and Pruco Securities LLC. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Scott 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

Series 63, Series 65

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

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

$2,245,308,171

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

202

OH Average: 34
Total Number of Accounts

9,396

OH Average: 1,972
Average Account Size

$238,964

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

Scott Nolen Work History

2021 - Present (3 years)

Prosperity Capital Advisors

2020 - Present (4 years)

The Chamberlin Group (D.B.A.)

2022 - 2023 (1 year)

American Retirement Academy (D.B.A.)

2018 - 2021 (3 years)

The Prudential Insurance Company Of America

2018 - 2021 (3 years)

Pruco Securities LLC

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

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

Kirsten Schlumbohm
Westlake, OH
Grace Nicholson
Westlake, OH
Ashwini Ahluwalia
Westlake, OH
Cheryl Bush
South Easton, MA
Giancarlo Capodanno
Westlake, OH
Troy Stine
Lake Charles, LA
Derrick Gibbs
Westlake, OH
Thomas Ponce
Edwardsville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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