Unclaimed Profile

F. Carl Walter

HARTLAND & CO·CLEVELAND, Ohio

Clean record21 years registeredHARTLAND & CO

1100 SUPERIOR AVE EAST, CLEVELAND, OH 44114CRD# 4343519Firm CRD# 105674

Profile Verification

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

Identity

F. Carl Walter · CLEVELAND, OH

Registration

CRD #4343519 · HARTLAND & CO · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARTLAND & CO

CLEARSTEAD; HARTLAND & CO., LLC

Apr 2012 – Mar 2021

BEACHWOOD, OH

CHESS FINANCIAL CORP

Jan 2005 – Mar 2012

BEACHWOOD, OH

Registrations & Exams

Registration record

First registered · January 7, 2005

Years registered · 21

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 F. Carl Walter offer?

F. Carl Walter specializes in Financial Planning, Investment Management, Wealth Management.

What are F. Carl Walter's credentials?

F. Carl Walter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is F. Carl Walter located?

F. Carl Walter is based in CLEVELAND, Ohio, last registered with HARTLAND & CO.

How does F. Carl Walter charge for services?

F. Carl Walter'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 HARTLAND & CO?

HARTLAND & CO 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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