Daniel Fralin Powell

CFA

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions

20 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

4,635 clients

Average Client Portfolio

$5.2M average

Assets Under Management

$24.3B

Fee Structure

Location

1100 Superior Ave East, Suite 700, Cleveland, OH, 44114

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Wilbanks, Smith & Thomas Asset Management, LLC

August 2016 - April 2024 · 7 yrs 8 mos

Heritage Wealth Advisors

February 2014 - March 2016 · 2 yrs 1 mo

Godsey & Gibb Wealth Management

June 2007 - January 2014 · 6 yrs 7 mos

Wachovia Securities, LLC

August 2004 - May 2007 · 2 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.