Unclaimed Profile

Stoyan Petev Petev

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio

C2P 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

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Stoyan Petev Petev 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# 2878857

Firm CRD# 156480

View on FINRA BrokerCheck →

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

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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