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Last updated: January 16th, 2020. Data source: SEC filings.
Clearstead Advisors, federally registered in 1988, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 8 advisors. Clearstead Advisors manages $4.3 billion and provides investment advisory services for 683 clients (1:86 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$6,342,591|
|Total AUM||$4.3 billion|
|Advisor / Client Ratio||1:86|
|SEC Filings||Forms and Brochures (CRD # 105674)|
|State(s) Registered||CA, FL, IL, IN, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA, WA|
Debbie wrote: Any locations near Folsom CA?5 months ago
Clearstead Advisors' only location is in Cleveland, OH.
Leslie wrote: Are your fees commission based?7 months ago
Hartland & Co. currently does not accept commissions.