Kelli A Buraglio
Investment adviser representative at Prosperity Capital Advisors
19 yearsExperience
3 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
19 years in the industry.
- Prosperity Capital AdvisorsFeb 2026 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsFeb 2026 to now
- LPL Financial LLCNov 2017 to Nov 2025
- National Planning CorporationDec 2016 to Nov 2017
- Burns Brothers FinancialMar 2007 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, MN, OH).
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
- 5510637
- Firm CRD
- 156480