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Wayne Freeman Wilbanks

CLEARSTEAD ADVISORS, LLC·CLEVELAND, Ohio
Series 5, Series 7, Series 63, Series 65Clean record35 years registeredCLEARSTEAD ADVISORS, LLC
1100 SUPERIOR AVE EAST, CLEVELAND, OH 44114CRD# 1039562Firm CRD# 105674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wayne Freeman Wilbanks · CLEVELAND, OH
Registration
CRD #1039562 · CLEARSTEAD ADVISORS, LLC · 35 years registered
Brand Profile
Not yet started
01

Career History

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
May 2024 – present
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
Nov 1990 – May 2024
NORFOLK, VA
02

Registrations & Exams

FINRA examinations passed
Series 5
Series 7
Series 63
Series 65
Registration record
First registered · November 29, 1990
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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 →
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05

Frequently Asked Questions

What services does Wayne Freeman Wilbanks offer?
Wayne Freeman Wilbanks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Wayne Freeman Wilbanks's credentials?
Wayne Freeman Wilbanks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wayne Freeman Wilbanks located?
Wayne Freeman Wilbanks is based in CLEVELAND, Ohio, working with CLEARSTEAD ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Wayne Freeman Wilbanks charge for services?
Wayne Freeman Wilbanks'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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Other Advisors at CLEARSTEAD ADVISORS, LLC

Bradley Earl Turner
CLEVELAND, OH
F. Carl Walter
CLEVELAND, OH
Steven Francis Wolken
CLEVELAND, OH
Aneet Pradeep Deshpande
CLEVELAND, OH
John (nmn) Marino
CLEVELAND, OH

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