TrueAdvisor
TrueAdvisor
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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.

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Employment History
Current Registrations
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Cerity Partners LLC
March 2018 - March 2022 · 4 yrs
PNC InvestmentsBroker
July 2017 - March 2018 · 8 mos
AXA Advisors, LLCBroker
September 2016 - July 2017 · 10 mos
The Huntington Investment CompanyBroker
January 2016 - September 2016 · 8 mos
AXA Advisors, LLCBroker
June 2014 - December 2015 · 1 yr 6 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.