Clearstead; Clearstead Advisory Solutions
RIA
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 2 of 2
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Mark Randall WardenCRD 2787768 · Norfolk, VAIA Registered
-
Wayne Freeman WilbanksCRD 1039562 · Norfolk, VAIA Registered
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Steven Francis WolkenCRD 5322244 · Cleveland, OHIA Registered
-
Molly Miller WaltersCRD 7904841 · Seattle, WAIA Registered
-
Dennis M. ZaslavskyCRD 6251454 · Deerfield, ILIA Registered
-
Kristen ZigrangCRD 8174379 · Norfolk, VAIA Registered
← Previous51–56 of 56
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.
SEC IAPD record for firm CRD 105674 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.