Clearstead Advisors

Is this your firm? Access your profile

business

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.

Trusted 2019 Trusted Firm

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 7
Percentage of Advisors Trusted 100%
Minimum Investment $0
Average Client Balance $6,342,591
Total AUM $4.3 billion
Advisor / Client Ratio 1:86
Headquarters Cleveland, OH
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


Questions & Answers



Get answers about Clearstead Advisors


Ask a question question_answer


Debbie wrote: Any locations near Folsom CA?

5 months ago
Response from Jessica H at Investor.com

Clearstead Advisors' only location is in Cleveland, OH.

Leslie wrote: Are your fees commission based?

7 months ago
Response from Jessica H at Investor.com

Hartland & Co. currently does not accept commissions.