Grace Nicholson
Investment adviser representative at Prosperity Capital Advisors
12 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
12 years in the industry.
- Prosperity Capital AdvisorsMay 2024 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsMay 2024 to now
- Akamai Advisors (D.B.A. for Advisory Business)Dec 2022 to now
- Motiv8 Investments LLCFeb 2023 to May 2024
- Silver Key BenefitsMar 2017 to Jan 2023
- American Senior BenefitsApr 2014 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (ID, UT).
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
- 7701677
- Firm CRD
- 156480