Financial ADVSR advisor directory · SEC adviser records
Clearstead; Clearstead Advisory Solutions financial advisors in Virginia
Every SEC-registered investment adviser representative at a Clearstead; Clearstead Advisory Solutions office in Virginia, by city and A to Z.
16 registered advisors work at Clearstead; Clearstead Advisory Solutions in Virginia, out of 62 nationwide; it's the firm's number 2 state by advisors, and the most are in Norfolk (15). 3 list the CFP designation and 0 are also registered broker representatives.
Clearstead; Clearstead Advisory Solutions advisors by city in Virginia
Every firm in Virginia →Clearstead; Clearstead Advisory Solutions advisors in Virginia, A to Z
Search by name →- Erin AbateNorfolk
- Ellen W. AndersonNorfolk
- Amie S. BatyNorfolk · Chartered Financial Analyst
- Lawrence A. Bernert IIINorfolk · Chartered Financial Analyst
- Stephen J. BoweryNorfolk · Certified Financial Planner, Chartered Financial Analyst
- Kurt W. EvertzNorfolk
- John S. Hartman IIRoanoke
- Scott M. McCluneyNorfolk · Certified Financial Planner
- Thomas F. McNallyNorfolk · Chartered Financial Analyst
- Robert D. MundinNorfolk
- Caroline W. PaceNorfolk · Certified Financial Planner
- Daniel J. PizetoskiNorfolk · Chartered Financial Analyst
- Luke H. ScanlanNorfolk · Chartered Financial Analyst
- Roger H. Scheffel Jr.Norfolk
- Brianna T. ShughrouNorfolk
- Ryan StallardNorfolk
Clearstead; Clearstead Advisory Solutions advisors in every state →Clearstead; Clearstead Advisory Solutions: assets, clients and custodians →Advisor Moves: who changed firms this week →
Clearstead; Clearstead Advisory Solutions in other states
Questions
How many Clearstead; Clearstead Advisory Solutions financial advisors are in Virginia?
16 investment adviser representatives are registered at Clearstead; Clearstead Advisory Solutions offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 62 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Clearstead; Clearstead Advisory Solutions have the most advisors?
Norfolk, with 15, then Roanoke (1). Clearstead; Clearstead Advisory Solutions has advisors in 2 cities in Virginia.
How do I check a Clearstead; Clearstead Advisory Solutions advisor in Virginia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Clearstead; Clearstead Advisory Solutions office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.