William
Hall
Clearstead; Hartland & Co., LLC
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About this Advisor
William Hall is a certified financial planner and chartered financial analyst working out of Portland, Maine with a total of 8 years of relevant experience. Hall is currently employed by Clearstead; Hartland & Co., LLC. During their career, the advisor has held roles at Zephyr Management. L.P and Hartland & Co. Hall has a Series 63 license, qualifying them as a securities broker, and can work in Maine and Texas. Clearstead; Hartland & Co., LLC is an advisory company that has its headquarters in Cleveland, OH. It has offices in four locations and a total of 126 financial advisors. It manages $10 billion in assets across its 5,102 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 5,102 client accounts, 51% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Clearstead; Hartland & Co., LLC can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clearstead; Hartland & Co., LLC Brokerage Details
$10,227,847,468
126
5,102
$2,004,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
William Hall Work History
William has been registered as a financial advisor for 8 years.*
Hartland & Co
Zephyr Management. L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clearstead; Hartland & Co., LLC
Beachwood, OH
Beachwood, OH
Cleveland, OH
Beachwood, OH
Beachwood, OH
Cleveland, OH
Cleveland, OH
Portland, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
