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Grant Edward Shulman

Prosperity Capital Advisors

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About Grant Edward Shulman

Grant Edward Shulman is a financial advisor with Prosperity Capital Advisors, a firm headquartered in Westlake, Ohio. Grant has been in the financial services industry since 2023. He holds the Series 66, Series 7TO, and SIE licenses and is registered with FINRA and the states of Florida, New Jersey, North Carolina, Pennsylvania, and South Carolina. Grant also holds an insurance license and may solicit fixed insurance products. At Prosperity Capital Advisors, Grant works with individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. He specializes in financial planning, portfolio management, and providing educational seminars to clients.

Firm Information

Grant Shulman is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Grant Shulman’s Registration & Firm History

NJ

04/10/2024 - Present

Prosperity Capital Advisors (Red Bank NJ)

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Licenses & Designations

BOTH

Issued 04/04/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Edward Shulman.
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