Clearstead Advisory Solutions
Clearstead Advisory Solutions is a Division of Clearstead Advisors, LLC, a financial advisory firm serving wealthy families and leading institutions. We address every aspect of wealth management and investment consulting in personalized ways, helping you meet your current needs and ensuring long-term prosperity for your family, institutions, and community.
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Verified contacts
46
available on Kipplo
LinkedIn employees
40
11 to 50 range
Open roles
—
no listings
Distinct roles
28
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
46 contacts with verified email or phone · masked until revealed.
- AB
Amie Baty
Managing Director · General Business & Management
EmailPhone - CF
Connor Fanney
Managing Director · General Business & Management
EmailPhone - DP
Daniel Pizetoski
Senior Portfolio Manager · Finance & Accounting
EmailPhone - KE
Kurt Evertz
Director · General Business & Management
EmailPhone - KE
Kyle Elliott
Principal · Finance & Accounting
EmailPhone - AG
Ana Gomes
Controller · Finance & Accounting
EmailPhone - LS
Luke Scanlan
Portfolio Manager · Finance & Accounting
EmailPhone - AA
Andrew Avery
Investment Operations Associate · Operations
EmailPhone - EM
Ericken Moore
Client Associate · Customer/Client Service
EmailPhone
Showing 9 of 46 verified contacts
Top roles at Clearstead Advisory Solutions
28 distinct titles indexed · top 10 shown.
- 5portfolio manager
- 4managing director
- 2accounting associate
- 2client associate
- 2managing director, private client group
- 2senior client service coordinator
- 2senior managing director
- 1chief operations officer
- 1client advisor
- 1client service associate
- +18more titles
Sign up to unlock all 46 contacts at Clearstead Advisory Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
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