Client Login

For your convenience, the following links will provide direct access to your account and portfolio information.

Investment analysis and performance reporting for all of your accounts. Includes a secure document vault to share sensitive documents with our office.

Custodian’s website for access to account information, statements, and tax forms.

Coming soon . . .

We’re still working on this page to give you the best experience possible.

Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC. Advisory services offered through Prosperity Advisory Group LLC, an SEC Registered Investment Adviser. Prosperity Advisory Group LLC and Cadaret, Grant & Co., Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Additional information about Prosperity Advisory Group LLC is available on the SEC’s website.