Kalem Joseph Mackey
Investment adviser representative at Prosperity Capital Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Prosperity Capital AdvisorsOct 2023 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsOct 2023 to now
- C2p EnterprisesApr 2020 to now
- Foundations Investment Advisors, LLCApr 2016 to Oct 2023
- Elite Advisory Group, LLCJun 2013 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4489496
- Firm CRD
- 156480