Unclaimed Profile

Stoyan Petev Petev

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65CFP CFA ChFCClean record25 years registeredC2P CAPITAL ADVISORY GROUP, LLC

30400 DETROIT ROAD, WESTLAKE, OH 44145CRD# 2878857Firm CRD# 156480

Profile Verification

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

Identity

Stoyan Petev Petev · WESTLAKE, OH

Registration

CRD #2878857 · C2P CAPITAL ADVISORY GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

PROSPERITY CAPITAL ADVISORS

Jan 2024 – present

NATIONWIDE INVESTMENT ADVISORS, LLC

Sep 2020 – Mar 2021

COLUMBUS, OH

FIRST HEARTLAND CONSULTANTS, INC.

Jul 2001 – Aug 2020

LAKE ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · July 16, 2001

Years registered · 25

Professional designations · CFP, CFA, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C2P CAPITAL ADVISORY GROUP, LLC

CRD 156480 · SEC 801-72187

AUM

$2.2B

Regulatory assets under management

Employees

202

9,396 client accounts

Services offered by C2P CAPITAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at C2P CAPITAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Stoyan Petev Petev offer?

Stoyan Petev Petev specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE, Ohio for a consultation.

What are Stoyan Petev Petev's credentials?

Stoyan Petev Petev holds the following professional designations: CFP, CFA, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stoyan Petev Petev located?

Stoyan Petev Petev 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 Stoyan Petev Petev charge for services?

Stoyan Petev Petev'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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