Connor Fraser Dabney Fanney

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

8 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

December 2021 - April 2024 · 2 yrs 4 mos

Cantor Fitzgerald & CO.Broker

March 2016 - March 2021 · 5 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.