Keith U Heritage
Investment adviser representative at Prosperity Capital Advisors
19 yearsExperience
7 statesRegistered in
ChFC®Designation
$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.
- Prosperity Capital AdvisorsSep 2021 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsSep 2021 to now
- Heritage Tax Advisors, LLCJul 2019 to now
- Heritage Horses and Cattle, LLCMar 2017 to now
- Heritage Financial LLC. (D.B.A. for Advisory Business)Oct 2015 to now
- Cetera Advisor Networks LLCNov 2016 to Sep 2021
- Gradient Securities, LLCMay 2012 to Nov 2016
- Central Florida Wealth Management, Inc.Jan 2007 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 7 states (CT, FL, GA, LA, MS, PA, 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
- 5231172
- Firm CRD
- 156480