CLEARSTEAD ADVISORS, LLC

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, Ohio·6 registered advisors·CRD# 105674
SEC# 801-335548216-621-1090
01

Firm Overview

AUM
$22.4B
Regulatory assets under management
Employees
190
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CLEARSTEAD ADVISORS, LLC

6 registered advisors
Aneet Pradeep Deshpande
CLEVELAND, Ohio
Bradley Earl Turner
CLEVELAND, Ohio
F. Carl Walter
CLEVELAND, Ohio
John (nmn) Marino
CLEVELAND, Ohio
Steven Francis Wolken
CLEVELAND, Ohio
Wayne Freeman Wilbanks
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
6 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CLEARSTEAD ADVISORS, LLC (CRD# 105674) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.