CLEARSTEAD ADVISORS, LLC

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, Ohio·21 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
21
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

21 registered advisors
Aneet Pradeep Deshpande
CLEVELAND, Ohio
Bradley David Knapp
CLEVELAND, Ohio
Bradley Earl Turner
CLEVELAND, Ohio
Brian Kenneth Hrabak
CLEVELAND, Ohio
Carl Justin Tippit
CLEVELAND, Ohio
Carl Justin Tippit
CLEVELAND, Ohio
Christine Casimira Sterrett
CLEVELAND, Ohio
David Campbell Fulton
CLEVELAND, Ohio
Elizabeth Anne Mcnaughton
CLEVELAND, Ohio
F. Carl Walter
CLEVELAND, Ohio
Gregory Paul Althans
CLEVELAND, Ohio
James Bartlett
CLEVELAND, Ohio
John (nmn) Marino
CLEVELAND, Ohio
Kathleen Sue Thompson
CLEVELAND, Ohio
Michael Joseph Moss
CLEVELAND, Ohio
Michael Peter Shebak
CLEVELAND, Ohio
Satricia Ann Rice
CLEVELAND, Ohio
Steven Francis Wolken
CLEVELAND, Ohio
Thomas James Hartland
CLEVELAND, Ohio
Trent Matthew Meyerhoefer
CLEVELAND, Ohio
Wayne Freeman Wilbanks
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
21 advisors

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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.