James Michael Delucia
Investment adviser representative at Prosperity Capital Advisors
19 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
19 years in the industry.
- Prosperity Capital AdvisorsOct 2025 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsOct 2025 to now
- Quest Capital & Risk Management, Inc (dba for Advisory Business)Oct 2025 to now
- Quest Capital & Risk Management, IncMar 2024 to Sep 2025
- Quest Capital & Risk Management, IncDec 2023 to Feb 2024
- Quest Capital & Risk Management, IncMay 2023 to Aug 2023
- Snapper Inn, LLCMay 2020 to Aug 2023
- Primary School, High School and CollegeSep 2007 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8169987
- Firm CRD
- 156480