David Elliott
David Elliott is a CFP-designated registered investment advisor at Clearstead; Clearstead Advisory Solutions, based in Raleigh, NC, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 4,819 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Most clients have an annual fee between 0.10% and 1.00%. Fees are negotiable and vary based on portfolio size, complexity, and services provided.
Fee Estimator
Location
3605 Glenwood Avenue, Suite 450, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a portfolio manager at Wilbanks Smith & Thomas Asset Management since 2001. He is also an Assistant Vice President at Lafayette Advisor, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Clearstead; Clearstead Advisory Solutions
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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