David Griswold
Investment adviser representative at Prosperity Capital Advisors
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Prosperity Capital AdvisorsOct 2024 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsOct 2024 to now
- Hammer Financial Group (D.B.A. for Advisory Business)Oct 2024 to now
- Hammer Financial GroupJan 2023 to Oct 2024
- Fedex GroundOct 2022 to Jun 2023
- AmazonJun 2021 to Oct 2021
- Sam's ClubJun 2019 to Jun 2020
- StudentAug 2012 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7744403
- Firm CRD
- 156480