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Stanley D. Milovancev

PROSPERITY CAPITAL ADVISORS
Akron, OH
Some features on this profile are disabled
CRD#: 2708228
SM

Professional summary

Stanley Donald Milovancev, who also goes by Stan Milovancev, Stanley D Milovancev, is a registered financial advisor currently at PROSPERITY CAPITAL ADVISORS located in Akron, Ohio.

Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Stanley has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stan Milovancev | Stanley D Milovancev

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stanley Donald Milovancev's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 24, 2025 - Present

PROSPERITY CAPITAL ADVISORS

RIA
CRD#: 156480
Akron, OH
Past

December 19, 2018 - December 9, 2024

CBIZ INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 286002
CLEVELAND, OH
Past

January 11, 2010 - December 31, 2018

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA
CRD#: 117756
AKRON, OH
Past

December 14, 2006 - November 11, 2011

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
AKRON, OH
Past

May 26, 2006 - December 17, 2015

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH
Past

March 17, 2005 - February 13, 2006

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
RICHFIELD, OH
Past

September 28, 1998 - February 13, 2006

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC | WEALTH LOGIC SOLUTIONS | UNITED FINANCIAL SOLUTIONS | THE SMITH GROUP TAX & WEALTH ADVISORS | THE JL SMITH GROUP | THE CHAMBERLIN GROUP | PROSPERITY CAPITAL ADVISORS

CRD#: 156480 / SEC#: 801-72187

RIA
Registered Investment Advisory firm - (3/22/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(11/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/27/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/17/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/1/2006
General Securities Principal Examination

Current Firm

PC
PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC | WEALTH LOGIC SOLUTIONS | UNITED FINANCIAL SOLUTIONS | THE SMITH GROUP TAX & WEALTH ADVISORS | THE JL SMITH GROUP | THE CHAMBERLIN GROUP | PROSPERITY CAPITAL ADVISORS

CRD#: 156480 / SEC#: 801-72187

RIA
Registered Investment Advisory firm - (3/22/2011 Approved)
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Contact information

Main Address
30400 Detroit Road Suite 201, Westlake, OH 44145
Mailing Address
Phone number
(888) 240-0064
Established
Firm type
Fiscal year end
# of Employees
202

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCA PART 2A 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts14,823
AUM (Assets Under Management)$ 3,684,966,200

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROSPERITY CAPITAL ADVISORS

CRD#: 156480Akron, OH

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