Spero-smith Investment Advisers, Inc.

Spero-smith Investment Advisers, Inc. (CRD# 105428) is a financial advisory firm headquartered in Cleveland, OH. They manage $810,080,905 in 1,640 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    810
    MILLION
  • Total Number of Accounts
    1,640
    ACCOUNTS
  • Average Account Value
    $493,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, MA, NC, OH, PA, TX

Financial Advisors at Spero-smith Investment Advisers, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Erica M. Aber
CRD#: 5320592
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
96
Wealthminder
score

Erica Aber (CRD# 5320592) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has over 9 years of experience in the finance industry. Erica Aber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Debra L. Boerger
CRD#: 1565941
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
96
Wealthminder
score

Debra Boerger (CRD# 1565941) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has over 30 years of experience in the finance industry. Debra Boerger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey N. Malbasa
CRD#: 5315690
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
96
Wealthminder
score

Jeffrey Malbasa (CRD# 5315690) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has over 7 years of experience in the finance industry.

4
Karen W. Spero
CRD#: 460620
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
96
Wealthminder
score

Karen Spero (CRD# 460620) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has over 28 years of experience in the finance industry. Karen Spero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Stephen A. Malbasa
CRD#: 862645
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
93
Wealthminder
score

Stephen Malbasa (CRD# 862645) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has over 23 years of experience in the finance industry.

6
Calla H. Cornett
CRD#: 6492383
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
90
Wealthminder
score

Calla Cornett (CRD# 6492383) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has 1 year of experience in the finance industry. Calla Cornett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Aneet P. Deshpande
CRD#: 6558334
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
90
Wealthminder
score

Aneet Deshpande (CRD# 6558334) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has 1 year of experience in the finance industry.

8
Mary E. Lord
CRD#: 4471688
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
90
Wealthminder
score

Mary Lord (CRD# 4471688) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has 1 year of experience in the finance industry. Mary Lord has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Matthew S. Olver
CRD#: 4350405
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
90
Wealthminder
score

Matthew Olver (CRD# 4350405) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has 1 year of experience in the finance industry. Matthew Olver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
David J. Rubis
CRD#: 6370940
50 Public Square, Terminal Tower, Suite 2700, Cleveland, OH 44113
88
Wealthminder
score

David Rubis (CRD# 6370940) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has 1 year of experience in the finance industry.

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