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).

Current Firm Details
1100 Superior Ave East, Suite 700, Cleveland, OH 44114
https://clearsteadinvestmentforum.buzzsprout.com/
By the Numbers
  • Total Assets Under Management
    15,322
    MILLION
  • Total Number of Accounts
    5,903
    ACCOUNTS
  • Average Account Value
    $2,595,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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