AdvisorOS Directory
Claim Profile
Unclaimed Profile
TM

Trent Matthew Meyerhoefer

CLEARSTEAD ADVISORS, LLC·CLEVELAND, Ohio
Clean recordCLEARSTEAD ADVISORS, LLC
1100 SUPERIOR AVE EAST, CLEVELAND, OH 44114CRD# 7716783Firm CRD# 105674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trent Matthew Meyerhoefer · CLEVELAND, OH
Registration
CRD #7716783 · CLEARSTEAD ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Trent Matthew Meyerhoefer 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Trent

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Trent is the right fit? Take our 2-minute quiz →

03

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
Regulatory
SEC/IARD CRD# 7716783
Firm CRD# 105674
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Trent Matthew Meyerhoefer offer?
Trent Matthew Meyerhoefer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Trent Matthew Meyerhoefer's credentials?
Trent Matthew Meyerhoefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trent Matthew Meyerhoefer located?
Trent Matthew Meyerhoefer is based in CLEVELAND, Ohio, working with CLEARSTEAD ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Trent Matthew Meyerhoefer charge for services?
Trent Matthew Meyerhoefer'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CLEARSTEAD ADVISORS, LLC

James Bartlett
CLEVELAND, OH
Bradley Earl Turner
CLEVELAND, OH
Michael Peter Shebak
CLEVELAND, OH
Brian Kenneth Hrabak
CLEVELAND, OH
Carl Justin Tippit
CLEVELAND, OH
Carl Justin Tippit
CLEVELAND, OH

More Advisors in CLEVELAND, Ohio

Abigail Aileen Maroon
GLASFUNDS, LLC·CLEVELAND, OH
Mark Hunter Summers
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH
Holly Marie Cavalier
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH
Jennifer Ann Rasmussen
FAIRWAY SPORTS MANAGEMENT, LLC·CLEVELAND, OH
John Paul Batt
CM WEALTH ADVISORS INC.·CLEVELAND, OH
Julie B Babcock
KEY REAL ESTATE EQUITY CAPITAL, INC·CLEVELAND, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)NEW ALBANY (33)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile