Unclaimed Profile

Satricia Ann Rice

CLEARSTEAD ADVISORS, LLC·CLEVELAND, Ohio

Clean recordCLEARSTEAD ADVISORS, LLC

1100 SUPERIOR AVE EAST, CLEVELAND, OH 44114CRD# 7895279Firm CRD# 105674

Profile Verification

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

Identity

Satricia Ann Rice · CLEVELAND, OH

Registration

CRD #7895279 · CLEARSTEAD ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Satricia Ann Rice is a registered financial advisor based in CLEVELAND, Ohio, affiliated with CLEARSTEAD ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CLEARSTEAD ADVISORS, LLC

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

AUM

$22.4B

Regulatory assets under management

Employees

190

Total firm employees

View all advisors at CLEARSTEAD ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE

Regulatory

SEC/IARD CRD# 7895279

Firm CRD# 105674

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Satricia Ann Rice offer?

Satricia Ann Rice specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Satricia Ann Rice's credentials?

Satricia Ann Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Satricia Ann Rice located?

Satricia Ann Rice is based in CLEVELAND, Ohio, working with CLEARSTEAD ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Satricia Ann Rice charge for services?

Satricia Ann Rice'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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