Gregory F Dillon
Investment adviser representative at Prosperity Capital Advisors
14 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$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
14 years in the industry.
- Prosperity Capital AdvisorsNov 2023 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsNov 2023 to now
- Oneteam Financial LLC (D.B.A. for Advisory Business)Jul 2019 to now
- M Holdings Securities, Inc.Sep 2012 to now
- Atlas Advisory Group, LLCSep 2012 to Jun 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, NY).
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
- 4771321
- Firm CRD
- 156480