Shane James Clarke
Investment adviser representative at Prosperity Capital Advisors
10 yearsExperience
2 statesRegistered in
$4.4BFirm assets
15 yearsFirm in business
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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
10 years in the industry.
- Fsc Wealth AdvisorsJul 2026 to now
- Prosperity Capital AdvisorsSep 2025 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsSep 2025 to now
- Geneos Wealth Management IncOct 2021 to now
- Fsc Wealth Advisors, LLC (D.B.A. for Advisory Business)Jul 2016 to Jul 2026
- Next Financial GroupJul 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CT, RI).
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
- 2970735
- Firm CRD
- 156480