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Kalem Joseph MacKey

Prosperity Capital Advisors

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About Kalem Joseph MacKey

Kalem Mackey is a financial advisor who has been in the industry since 2002. Kalem holds several licenses including Series 6, 7, 31, 63, and 66. Currently, Kalem Mackey is registered with Prosperity Capital Advisors in Arvada, CO. Kalem Mackey previously held registrations with MORGAN STANLEY DW INC. and NATIONAL PLANNING CORPORATION. In addition to being a financial advisor, Kalem Mackey is also a licensed insurance agent. Kalem Mackey has worked for several other firms, including Harbinger Asset Management, LLC, Elite Advisory Group, LLC, Foundations Investment Advisors, LLC, and C2P Enterprises.

Firm Information

Kalem MacKey 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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Kalem MacKey’s Registration & Firm History

CO

10/11/2023 - Present

Prosperity Capital Advisors (Arvada CO)

NY

05/03/2002 - 03/25/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

01/11/2002 - 03/04/2002

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 02/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 07/08/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/10/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kalem Joseph MacKey.
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