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Chief Marketing Officer · Prosperity Capital Advisors

Matt R. Seitz

CRD 8099246 · Named on Form ADV at one SEC-registered adviser

At a glance

Prosperity Capital Advisors, an SEC-registered wealth manager based in Westlake, OH with $4.4 billion in regulatory assets, lists Matt R. Seitz on its Form ADV as Chief Marketing Officer, a control person.

Firms and roles

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Matt’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (8)

  • Jason L. SmithChief Visionary / Executive Chairman & Founder, Prosperity Capital Advisors
  • David M. AlisonPresident of Wealth Management / Founding Partner, Prosperity Capital Advisors
  • Luke W. RipienskiChief Compliance Officer, Prosperity Capital Advisors
  • Ryan P. AsherDirector of Investment Operations, Prosperity Capital Advisors
  • Stoyan P. PetevSVP of Advanced Markets, Prosperity Capital Advisors

3 more people named with Matt on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.