Robert Martin Black

Employer firm

Prosperity Capital Advisors CRD 156480

$4.39B regulatory AUM 299 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  M Holdings Securities Inc.
  Portland, OR
• 10/2010 → 06/2019
  Atlas Advisory Group, Llc
  Cranford, NJ
• 07/2019 → Present
  Oneteam Financial Llc (D.b.a. For Advisory Business)
  Berkeley Heights, NJ
• 11/2023 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 11/2023 → Present
  Prosperity Capital Advisors
  Westlake, OH

Previous Registrations

• 2008-08-01 → 2010-11-01
  Nationwide Securities, Llc
  Cranford, NJ
• 2000-02-17 → 2008-08-27
  1717 Capital Management Company
  Newark, DE
  Cranford, NJ
  Cranford, NJ

Other Businesses

1) OneTeam Financial, LLC; 331 Newman Springs Rd, Red Bank NJ 07701; Insurance; Investment Related; Registered Rep; Marketing of general financial services; 07/01/2019; 80 hr/mo; 80 hr/mo during trading hours. 2) Madison Brokerage; 65 Madison Ave, Morristown, NJ 07962; 10/23/2015; Sales; Sales of non-M life insurance and annuity products; Investment Related; 10 hr/mo; 10 hr/mo during trading hours. 3) Clarity 2 Prosperity; 30400 Detroit Road Suite 201, Westlake, OH 44145; 10/23/2015; Sales; Sales of life insurance and annuities; Investment Related; 3 hr/mo; 3 hr/mo during trading hours. 4) Mr. Black is a registered representative of M Holdings Securities, Inc., a registered broker-dealer and member of FINRA conducting business at his registered location. In such capacity, Mr. Black sells securities through M Holdings Securities, Inc. and receives normal and customary commissions and other types of compensation, for example, mutual fund 12b-1 fees or variable annuity trails. Mr. Black spends approximately 5 hours per week on this activity during trading hours. 5) Prosperity Capital Advisors; 30400 Detroit Road, Westlake OH 44145; Wealth Management; Investment-related; Advisor; Service clients; 11/08/2023; 20 hr/mo; 20 hr/mo during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-21

Designations

• Chartered Financial Consultant

Other Names

• Robert M Black