C2P CAPITAL ADVISORY GROUP, LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 156480). Regulatory assets under management: $4.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
Showing 25 of 28 people.
| Name | Role | Location |
|---|---|---|
| Jason L Smith | CEO; CHIEF VISIONARY / EXECUTIVE CHAIRMAN & FOUNDER; OWNER | — |
| David Matthew Alison | PRESIDENT; PRESIDENT OF WEALTH MANAGEMENT / FOUNDING PARTNER | — |
| Luke W Ripienski | CHIEF COMPLIANCE OFFICER | — |
| Ryan Patrick Asher | DIRECTOR OF INVESTMENT OPERATIONS | — |
| Stoyan Petev Petev | SVP OF ADVANCED MARKETS | — |
| Stanley Donald Milovancev | CEO; CO-CEO | — |
| Michael Scott Rister | CO-PRESIDENT | — |
| Juan Pablo Terra | CHIEF PEOPLE OFFICER | — |
| Jennifer Ann Mackert | PARTNER | — |
| Kalem Joseph Mackey | EXECUTIVE VICE PRESIDENT | — |
| Matt R Seitz | CHIEF MARKETING OFFICER | — |
| SMITH MICHAEL L | CEO; CHIEF COMPLIANCE OFFICER; EXECUTIVE CHAIRMAN (+3 more) | — |
| RELIEN JENNIFER RECHLITZ | CCO; GENERAL COUNSEL & CCO | — |
| HARDIN MATTHEW STEPHEN | CHIEF COMPLIANCE OFFICER | — |
| ALISON DAVID MATTHEW | EXECUTIVE VICE PRESIDENT; MEMBER; PRESIDENT | — |
| FERRA JUAN PABLO | MEMBER | — |
| PELFREY CLINT | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| CHAKAN SCOTT RICHARD | MANAGING MEMBER | — |
| KING DOUGLAS STEPHAN | PRESIDENT AND CEO; PRESIDENT & CEO; PRESIDENT, CEO & CCO | — |
| TERRA JUAN PABLO | MEMBER; TREASURER | — |
| PELFREY CLINTON SHANE | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT AND CIO - INSTITUTIONAL SERVICES | — |
| MACKERT JENNIFER ANN | CHIEF ADMINISTRATIVE OFFICER; CHIEF PROJECT MANAGER | — |
| KYLE DENNIS ROBERT | CHIEF LEARNING AND TECHNOLOGY OFFICER; MEMBER | — |
| MEHTA DIPEN KISHORE | EXECUTIVE VICE PRESIDENT - OPERATIONS; VICE PRESIDENT- OPERATIONS | — |
| WARNER RYAN J | CCO | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 50 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| RED BANK | NJ | 11 | (844) 451-8326 |
| RED BANK | NJ | 11 | (844) 451-8326 |
| AVON | OH | 8 | 440-934-9181 |
| AVON | OH | 8 | 440-934-9181 |
| SCHEREVILLE | IN | 7 | (219) 864-8266 |
| SCHEREVILLE | IN | 7 | (219) 864-8266 |
| ARDEN | NC | 5 | 828-681-8574 |
| ARDEN | NC | 5 | 828-681-8574 |
| JACKSONVILLE | FL | 4 | 904-824-5656 |
| JACKSONVILLE | FL | 4 | 904-824-5656 |
| ALACHUA | FL | 3 | 352-474-6544 |
| ROCKY MOUNT | NC | 3 | 2524510488 |
| OTTUMWA | IA | 3 | 641-684-0368 |
| HAUPPAGE | NY | 3 | 631-724-3933 |
| ALACHUA | FL | 3 | 352-474-6544 |