Christopher
Berben
Clearstead; Hartland & Co., LLC
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About this Advisor
Christopher Berben is a certified financial planner who works in Cleveland, Ohio, who has 1 year of relevant experience. Berben is on the advisory team at Clearstead; Hartland & Co., LLC. Their career trajectory has included roles at Fidelity Investments, Pruco Securities, LLC, Eileen Burkhart & Co., LLC, Commonwealth Financial Network and Clearstead Advisors. Berben holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in Ohio. Clearstead; Hartland & Co., LLC is an advisory business based in Cleveland, OH. The firm has offices in four locations and a total of 126 employees. It manages $10 billion in assets between its 5,102 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 5,102 accounts, 51% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, such as 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. Financial management fees largely vary depending on the type of services provided. Fees billed by Clearstead; Hartland & Co., LLC may include some combination 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
Christopher Berben Work History
Christopher has been registered as a financial advisor for 1 years.*
Clearstead Advisors
Pruco Securities, LLC
Eileen Burkhart & Co., LLC
Commonwealth Financial Network
Fidelity Investments
*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 Christopher Berben 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
Beachwood, OH
Beachwood, OH
Cleveland, 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.
