Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions
Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions (CRD# 105674) is a financial advisory firm headquartered in Cleveland, OH. They manage $15,321,612,550 in 5,903 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management15,322MILLION
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Total Number of Accounts5,903ACCOUNTS
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Average Account Value$2,595,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
Nancy Cook (CRD# 5128989) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Beachwood, OH and has over 14 years of experience in the finance industry.
Michael Dearden (CRD# 2546387) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Beachwood, OH and has over 19 years of experience in the finance industry.
William Hall (CRD# 1900456) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Portland, ME and has over 25 years of experience in the finance industry.
John Marino (CRD# 2363303) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Beachwood, OH and has 1 year of experience in the finance industry.
David Rubis (CRD# 6370940) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Cleveland, OH and has over 9 years of experience in the finance industry.
Scott Snow (CRD# 3101918) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Cleveland, OH and has over 25 years of experience in the finance industry.
Steven Wolken (CRD# 5322244) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Cleveland, OH and has over 16 years of experience in the finance industry.
Timothy McDaniel (CRD# 7898489) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Cleveland, OH and has 1 year of experience in the finance industry.