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Justin Brady Grossman

Prosperity Capital Advisors

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About Justin Brady Grossman

Justin Grossman is an investment advisor representative associated with Prosperity Capital Advisors. Justin has been in the financial industry for over 6 years and holds several licenses including Series 6, 7, 63, 65 and SIE. Justin's previous experience includes working at Equitable Advisors, LLC, Pruco Securities, LLC, Cambridge Investment Research, Inc., and Northwestern Mutual Investment Services, LLC. Justin Grossman provides a variety of services including financial planning, educational seminars, and portfolio management for individuals and businesses. Justin is committed to helping clients reach their financial goals.

Firm Information

Justin Grossman 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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Justin Grossman’s Registration & Firm History

OH

12/09/2021 - Present

Prosperity Capital Advisors (AVON OH)

OH

04/27/2021 - 11/19/2021

EQUITABLE ADVISORS, LLC (AKRON OH)

OH

11/26/2018 - 05/03/2021

PRUCO SECURITIES, LLC. (Mayfield Heights OH)

OH

07/07/2017 - 12/11/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (PEPPER PIKE OH)

OH

11/23/2015 - 01/21/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)

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Licenses & Designations

BC

Issued 10/26/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Brady Grossman.
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