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David William Sommer

ST. CLAIR ADVISORS, LLC·MAYFIELD HEIGHTS, Ohio
Series 65Clean record12 years registeredST. CLAIR ADVISORS, LLC
6120 PARKLAND BLVD., MAYFIELD HEIGHTS, OH 44124-6129CRD# 4648614Firm CRD# 155064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David William Sommer · MAYFIELD HEIGHTS, OH
Registration
CRD #4648614 · ST. CLAIR ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

ST. CLAIR ADVISORS, LLC
Jul 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 15, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ST. CLAIR ADVISORS, LLC
CRD 155064 · SEC 801-71857
AUM
$872M
Regulatory assets under management
Employees
12
536 client accounts
Services offered by ST. CLAIR ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ST. CLAIR ADVISORS, LLC →
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05

Frequently Asked Questions

What services does David William Sommer offer?
David William Sommer specializes in Financial Planning, Investment Management. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.
What are David William Sommer's credentials?
David William Sommer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William Sommer located?
David William Sommer is based in MAYFIELD HEIGHTS, Ohio, working with ST. CLAIR ADVISORS, LLC. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.
How does David William Sommer charge for services?
David William Sommer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ST. CLAIR ADVISORS, LLC?
ST. CLAIR ADVISORS, LLC has approximately 12 employees and manages $872M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ST. CLAIR ADVISORS, LLC

Fred G Botek
MAYFIELD HEIGHTS, OH
Craig Andrew Steinbrink
MAYFIELD HEIGHTS, OH
Mark Andrew Mihalik
MAYFIELD HEIGHTS, OH
Ronald Edward Bates
MAYFIELD HEIGHTS, OH

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