Clearstead; Clearstead Advisory Solutions

Firm record

As recorded in SEC IAPD

Firm CRD

105674

SEC number

801-33554

Firm type

RIA

Assets under management

$33.9B as of Mar 30, 2026

Website

clearsteadinvestmentforum.buzzsprout.com ↗

Phone

216-621-1090

Address

1100 Superior Ave East, Cleveland, OH, 44114

Advisors at this firm

56 in our index · page 1 of 2

• Erin AbateCRD 8071859 · Norfolk, VA
  IA Registered
• Richard AhrensCRD 2569915 · Cleveland, OH
  IA Registered
• Ellen Wohlford AndersonCRD 6242931 · Norfolk, VA
  IA Registered
• Andrew Joshua AveryCRD 7833139 · Norfolk, VA
  IA Registered
• Amie Slaton BatyCRD 4375931 · Norfolk, VA
  IA Registered
• Allen Curtis BergCRD 1536438 · Deerfield, IL
  IA Registered
• Lawrence Albert BernertCRD 2386213 · Norfolk, VA
  IA Registered
• Stephen James BoweryCRD 1893325 · Norfolk, VA
  IA Registered
• Eileen Marie BurkhartCRD 1951074 · Cleveland, OH
  IA RegisteredRegistration inactive
• Sugarsuren ByambasurenCRD 8016828 · Seattle, WA
  IA Registered
• Jarred Steven ChamberlainCRD 5947496 · Seattle, WA
  IA Registered
• Betsy Joann ColeCRD 4667304 · Seattle, WA
  IA RegisteredRegistration inactive
• Nancy Gallagher CookCRD 5128989 · Beachwood, OH
  IA Registered
• Stephanie Mavis D'ippolitoCRD 5152745 · Seattle, WA
  IA RegisteredRegistration inactive
• Michael Stephen DeardenCRD 2546387 · Beachwood, OH
  IA Registered
• Allen William DenglerCRD 6339708 · Cleveland, OH
  IA RegisteredRegistration inactive
• David Joseph DesalvoCRD 7343858 · Cleveland, OH
  IA RegisteredRegistration inactive
• David James Kyle ElliottCRD 2488959 · Raleigh, NC
  IA Registered
• Emily Kay ErhartCRD 7114493 · Cleveland, OH
  IA Registered
• Kurt Wilhelm EvertzCRD 7504895 · Norfolk, VA
  IA Registered
• Connor Fraser Dabney FanneyCRD 6352078 · Norfolk, VA
  IA RegisteredRegistration inactive
• Paul Aaron FerwerdaCRD 1699772 · Norfolk, VA
  IA Registered
• William Oley HallCRD 1900456 · Portland, ME
  IA Registered
• John Samuel HartmanCRD 5925096 · Roanoke, VA
  IA RegisteredRegistration inactive
• Jean A. HeathCRD 4476433 · Morristown, NJ
  IA RegisteredRegistration inactive
• Wayne Turner HouseCRD 5948921 · Norfolk, VA
  IA RegisteredRegistration inactive
• Sophia Louise IvancichCRD 6163420 · Norfolk, VA
  IA RegisteredRegistration inactive
• Matthew Joel KolenichCRD 4503034 · Cleveland, OH
  IA RegisteredRegistration inactive
• George Robert LaneCRD 4839034 · Seattle, WA
  IA Registered
• Cameron Campbell LamarcheCRD 6912065 · Seattle, WA
  IA Registered
• John (Nmn) MarinoCRD 2363303 · Beachwood, OH
  IA Registered
• Scott M MccluneyCRD 2589658 · Norfolk, VA
  IA Registered
• Thomas Francis Xavier McnallyCRD 4900146 · Norfolk, VA
  IA Registered
• Caitlin Ann MonahanCRD 6059178 · Cleveland, OH
  IA RegisteredRegistration inactive
• Owen Joseph MorrowCRD 7282365 · Cleveland, OH
  IA Registered
• Daniel Fralin PowellCRD 4792430 · Norfolk, VA
  IA Registered
• Caroline Wilkes PaceCRD 7395392 · Norfolk, VA
  IA RegisteredRegistration inactive
• Daniel John PizetoskiCRD 7304868 · Norfolk, VA
  IA Registered
• David Joseph RubisCRD 6370940 · Cleveland, OH
  IA Registered
• Luke Hyma ScanlanCRD 6353433 · Norfolk, VA
  IA Registered
• Roger Herman ScheffelCRD 4298675 · Norfolk, VA
  IA Registered
• Sue Young SewellCRD 5799222 · Seattle, WA
  IA Registered
• William Steven ShackCRD 5850524 · Seattle, WA
  IA RegisteredRegistration inactive
• Brianna Therese ShughrouCRD 3080699 · Norfolk, VA
  IA Registered
• Maria Sabina SiwekCRD 5725679 · Seattle, WA
  IA Registered
• Scott P. SnowCRD 3101918 · Cleveland, OH
  IA Registered
• Ryan StallardCRD 7387082 · Norfolk, VA
  IA Registered
• Yulya StewartCRD 7026008 · Seattle, WA
  IA Registered
• Matthew Parker TalbotCRD 2538636 · Seattle, WA
  IA Registered
• Keith Randolph VernonCRD 2345435 · Seattle, WA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.