Chief Financial Officer · Clearstead; Clearstead Advisory Solutions
Carolyn E. Raden
CRD 6407657 · Named on Form ADV at one SEC-registered adviser
At a glance
Clearstead; Clearstead Advisory Solutions, an SEC-registered wealth manager based in Cleveland, OH with $33.9 billion in regulatory assets, lists Carolyn E. Raden on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Clearstead; Clearstead Advisory SolutionsChief Financial OfficerWealth manager · Cleveland, OH · $34B in regulatory assets
AtlasMembers
Carolyn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- David C. FultonChairman Emeritus, Clearstead; Clearstead Advisory Solutions
- Steven F. WolkenChief Compliance Officer, Clearstead; Clearstead Advisory Solutions
- Michael P. ShebakExecutive Managing Director, Enterprise Sales, Clearstead; Clearstead Advisory Solutions
- Bradley D. KnappChief Executive Officer, President, Clearstead; Clearstead Advisory Solutions
- Aneet P. DeshpandeChief Investment Officer, Clearstead; Clearstead Advisory Solutions
6 more people named with Carolyn on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carolyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.