Unclaimed Profile

Aneet Pradeep Deshpande

CLEARSTEAD ADVISORS, LLC·CLEVELAND, Ohio

Clean record10 years registeredCLEARSTEAD ADVISORS, LLC

1100 SUPERIOR AVE EAST, CLEVELAND, OH 44114CRD# 6558334Firm CRD# 105674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aneet Pradeep Deshpande · CLEVELAND, OH

Registration

CRD #6558334 · CLEARSTEAD ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARSTEAD ADVISORS, LLC

SPERO-SMITH INVESTMENT ADVISERS, INC.

Sep 2015 – Oct 2016

CLEVELAND, OH

Registrations & Exams

Registration record

First registered · September 15, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARSTEAD ADVISORS, LLC

CRD 105674 · SEC 801-33554

AUM

$22.4B

Regulatory assets under management

Employees

190

11,645 client accounts

Services offered by CLEARSTEAD ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARSTEAD ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Aneet Pradeep Deshpande offer?

Aneet Pradeep Deshpande specializes in Financial Planning, Investment Management, Wealth Management.

What are Aneet Pradeep Deshpande's credentials?

Aneet Pradeep Deshpande is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aneet Pradeep Deshpande located?

Aneet Pradeep Deshpande is based in CLEVELAND, Ohio, last registered with CLEARSTEAD ADVISORS, LLC.

How does Aneet Pradeep Deshpande charge for services?

Aneet Pradeep Deshpande's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under advisement or flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARSTEAD ADVISORS, LLC?

CLEARSTEAD ADVISORS, LLC has approximately 190 employees and manages $22.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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