Seth Ariel Meisler
Investment adviser representative at Prosperity Capital Advisors
19 yearsExperience
4 statesRegistered in
CFA, CFP® certificationDesignations
$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
19 years in the industry.
- Shefa Wealth Advisors, LLC (dba for Advisory Business)Jan 2026 to now
- Prosperity Capital AdvisorsDec 2023 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsDec 2023 to now
- Jl Smith Holistic Wealth Management (dba for Advisory Business)Dec 2023 to Jan 2026
- Ccg Wealth Management LLCJan 2022 to Dec 2023
- Private Client ServicesMay 2017 to Dec 2023
- Cetera Advisor Networks LLCJan 2013 to May 2017
- Affiance Financial, LLCMay 2007 to Jan 2022
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 4 states (CA, IL, MN, TX).
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
- 2806843
- Firm CRD
- 156480