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Executive Managing Director, ICS · Clearstead; Clearstead Advisory Solutions

Matthew A. Shannon

CRD 3188620 · 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 Matthew A. Shannon on its Form ADV as Executive Managing Director, ICS, a control person.

Firms and roles

AtlasMembers

Matthew’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 Matthew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.