Jeffrey Dominic Dattolo
Investment adviser representative at Prosperity Capital Advisors
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$4.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Prosperity Capital AdvisorsApr 2026 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsApr 2026 to now
- Oneteam FinancialFeb 2026 to now
- M Holdings Securities Inc.Oct 2010 to now
- Madison & Main Advisors LLCJul 2019 to Feb 2026
- Atlas Advisory Group, LLCOct 2010 to Jun 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Prosperity Capital Advisors
Legal name: C2p Capital Advisory Group, LLC
$4.4BAssets managed
7,548Clients
103Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1697777
- Firm CRD
- 156480