Unclaimed Profile

Clinton Shane Pelfrey

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio

C2P CAPITAL ADVISORY GROUP, LLC

30400 DETROIT ROAD, WESTLAKE, OH 44145CRD# 5975011Firm CRD# 156480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clinton Shane Pelfrey · WESTLAKE, OH

Registration

CRD #5975011 · C2P CAPITAL ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Clinton Shane Pelfrey is a registered financial advisor based in WESTLAKE, Ohio, affiliated with C2P CAPITAL ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

C2P CAPITAL ADVISORY GROUP, LLC

PROSPERITY CAPITAL ADVISORS

AUM

$2.2B

Regulatory assets under management

Employees

202

Total firm employees

View all advisors at C2P CAPITAL ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5975011

Firm CRD# 156480

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clinton Shane Pelfrey offer?

Clinton Shane Pelfrey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE, Ohio for a consultation.

What are Clinton Shane Pelfrey's credentials?

Clinton Shane Pelfrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clinton Shane Pelfrey located?

Clinton Shane Pelfrey is based in WESTLAKE, Ohio, working with C2P CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.

How does Clinton Shane Pelfrey charge for services?

Clinton Shane Pelfrey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C2P CAPITAL ADVISORY GROUP, LLC?

C2P CAPITAL ADVISORY GROUP, LLC has approximately 202 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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