Daniel
Powell
Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions
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About this Advisor
Daniel Powell is a financial advisor based in Cleveland, Ohio, working with Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions. Daniel has previously held positions at Heritage Wealth Advisors, Wilbanks, Smith & Thomas Asset Management, LLC, and Clearstead Advisory Solutions. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Daniel 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
Daniel Powell Work History
Clearstead Advisory Solutions
Wilbanks, Smith & Thomas Asset Management, LLC
Heritage Wealth Advisors
Disclosures
Please visit the SEC profile of Daniel Powell 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
Norfolk, VA
Cleveland, OH
Cleveland, OH
Norfolk, VA
Cleveland, OH
Cleveland, OH
Cleveland, OH
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