Cullen M. Fischel

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CRD#: 6914955

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cullen Matthew Fischel, who also goes by Cullen Fischel, was a registered financial professional .

Cullen is a previously registered financial professional and started their career in finance in 2018. Cullen had worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

Cullen Fischel

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 2, 2020 - August 29, 2021

PROSPERITY FINANCIAL DESIGN

RIA

CRD#: 306653

CHAGRIN FALLS, OH

Past

March 6, 2018 - February 28, 2020

ASSOCIATED INVESTMENT ADVISORS, INC.

RIA

CRD#: 281734

BEACHWOOD, OH

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

PROSPERITY FINANCIAL DESIGN

PROSPERITY FINANCIAL DESIGN | PROSPERITY FINANCIAL DESIGN, INC.

CRD#: 306653 / SEC#:

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Contact information

Main Address

Chagrin Falls, OH

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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