Sophia
Ivancich
Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions
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About this Advisor
Sophia Ivancich is a financial advisor based in Cleveland, Ohio, working with Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions. Sophia has previously held positions at Rock Valley College, Judson University, Comtech Multimedia Marketing Group, Savant Capital Management, Ann Inc, Loft, Starbucks Co, Northwestern Mutual, Lpl Financial, LLC, R. W. Baird, Randall Wealth Management, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Wilbanks, Smith & Thomas Asset Management, LLC, and Clearstead Advisory Solutions. Sophia has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Virginia. Currently, Sophia 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
Sophia Ivancich Work History
Clearstead Advisory Solutions
Wilbanks, Smith & Thomas Asset Management, LLC
Randall Wealth Management, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
R. W. Baird
Northwestern Mutual
Lpl Financial, LLC
Savant Capital Management
Ann Inc, Loft
Judson University
Starbucks Co
Comtech Multimedia Marketing Group
Rock Valley College
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Sophia Ivancich 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
Norfolk, VA
Norfolk, VA
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Norfolk, VA
Cleveland, OH
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