Clearstead Advisory Solutions Revenue
Financial Services • 
Norfolk, Virginia, United States • 21-50 Employees
Clearstead Advisory Solutions revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $305,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,000,000 |
| Total funding | No funding |
Key Contacts at Clearstead Advisory Solutions
Jean Heath
Senior Managing Director, Advisor Solutions National Sales
Larry Bernert
Senior Managing Director
John Hartman
Managing Director
Kurt Evertz
Director
Theresa Garber
Managing Director
Connor Fanney
Managing Director
Kyle Elliott
Senior Managing Director
Caroline Pace
Director, Private Client Group
Dan Powell
Managing Director, Private Client Group
Roger Scheffel
Senior Managing Director
Company overview
| Headquarters | 150 West Main Street, Suite 1700, Norfolk, Virginia 23510, US |
| Phone number | +17576233676 |
| Websites | |
| NAICS | 52 |
| Keywords | Registered Investment Advisor, Wealth Management, Asset Management, Exchange Traded Funds (Etfs) |
| Founded | 1990 |
| Employees | 21-50 |
| Socials |
Clearstead Advisory Solutions Email Formats
Clearstead Advisory Solutions uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wstam.com), used 53.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@wstam.com | 53.5% |
{first name}.{last name} | john.doe@wstam.com | 30.2% |
{first initial} | j@wstam.com | 9.3% |
{first initial}{last name}.{last name} | jdoe.doe@wstam.com | 4.7% |
About 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Clearstead Advisory Solutions has 19 employees across 4 departments.
Departments
Number of employees
Denmark
Papua New Guinea
United Kingdom
IsraelFrequently asked questions
4.8
40,000 users
