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Credentials
Series 63, Series 65
Experience Industry experience
31 years
Location
Egg Harbor Township, NJ 08234
Prosperity Capital Advisors
Multi-team
Carol Schmidlin is a financial advisor with Prosperity Capital Advisors and holds Series 63 and Series 65 licenses. She has 30 years of industry experience, including roles at J.W. Cole Advisors, GF Investment Services, and Franklin Planning, where she is also co-owner. Outside of advising, she is a licensed insurance agent and author of the book "FED SAVVY," which she markets through various channels. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative strategies.
Based on Prosperity Capital Advisors
Based on Prosperity Capital Advisors
Fixed fees typically range from $500 to $50,000 for financial planning and consulting services; fees for seminars range from $0 to $250.
$0 - $499,999: 0.50% (50 basis points) $500,000 - $999,999: 0.40% (40 basis points) $1,000,000 - $1,999,999: 0.30% (30 basis points) $2,000,000 - $4,999,999: 0.25% (25 basis points) $5,000,000+: 0.20% (20 basis points)
Certain supervised persons may earn commissions through unaffiliated broker-dealers for insurance or securities products.
Typically $100 to $1,000 per hour for financial planning and consulting services.
Subscription fees may range from $100 to $2,500 monthly for financial planning and consulting services; administrative fees for client directed assets is $150/year billed monthly.
Account minimum: $1,000 to $250,000 depending on the advisory services selected Minimum fee: $150 minimum annual investment management fee charged monthly Fee-only: Financial planning, consulting, and other services fees negotiable; typically $100 to $1,000 per hour, $100 to $2,500 monthly fee, or fixed fee of $500 to $50,000; subscription-based fees may apply for certain services.
Egg Harbor Township, NJ
6712 Washington Avenue, Suite 208
Egg Harbor Township NJ 08234
Advisors at this office
1
California · Delaware · Florida · Maryland · New Jersey · Pennsylvania · Texas · Virginia
31 years of industry experience
C2P Capital Advisory Group d.b.a. Prosperity Capital Advisors
2023 - Present • 3 years
Westlake, OH
J.W. Cole Advisors, Inc.
2019 - 2023 • 4 years
Tampa, FL
J.W. Cole Financial, INc.
2019 - 2023 • 4 years
Tampa, FL
Gf Investment Services, Llc
2013 - 2019 • 6 years
Sarasota, FL
Global Financial Private Capital
2013 - 2019 • 6 years
Sarasota, FL
FRANKLIN PLANNING, LLC (d.b.a. for advisory business)
1994 - Present • 32 years
Egg Harbor Township, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Book time directly with this advisor
Series 63, Series 66, Series 7
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Mary Gilbert is a Wealth Manager with Anchor Financial/ Raymond James Financial Services Advisors, Inc. in Linwood, NJ, holding a Series 7, Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at UBS Financial Services for 10 years, Merrill Lynch for 17 years and is a partner in Beacon Holdings LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and access to various managed account options and institutional resources.
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Series 65
Linwood, NJ
Vici Advisors LLC
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Series 63, Series 65
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CFP®, Series 63, Series 65
Somers Point, NJ
RockCrest Financial LLC
Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.
CFP®, Series 63
Ocean City, NJ
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Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.
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