Andrew
Avery
Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions
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About this Advisor
Andrew Avery is a financial advisor based in Cleveland, Ohio, working with Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions. Andrew has previously held positions at Taco Bell, Harris Teeter, Wilbanks Smith And Thomas Asset Management, Rolesville High School, Rolesville Middle School, and Clearstead Advisory Solutions. Andrew has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Virginia. Currently, Andrew is part of Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions, which operates out of Cleveland, Ohio. The firm has 7 offices and 190 employees. The firm manages assets totaling $15.3 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions Brokerage Details
$15,321,612,550
190
5,903
$2,595,564
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
Andrew Avery Work History
Clearstead Advisory Solutions
Wilbanks Smith And Thomas Asset Management
Harris Teeter
Taco Bell
Rolesville High School
Rolesville Middle School
Disclosures
Please visit the SEC profile of Andrew Avery 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; Clearstead Advisory Solutions
Cleveland, OH
Cleveland, OH
Norfolk, VA
Cleveland, OH
Norfolk, VA
Norfolk, VA
Norfolk, VA
Cleveland, OH
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