Clearstead Advisors, LLC (“Clearstead”) is an SEC registered investment adviser located in Cleveland, OH. Clearstead intends that this web site will be viewed by U.S. persons for informational purposes only and does not constitute a complete description of our advisory services. This should not be viewed as a solicitation or offer of services in any jurisdiction in which Clearstead is not qualified to do business. Clearstead may only transact business in the states that it is registered, or qualifies for an exemption or exclusion from notice filing requirements. The content appearing on this web site should not be construed as a recommendation or advice on securities and users should consult with their advisors before making any investment decisions. Advice can only be rendered after all of the following conditions are met: 1) Execution of an Advisory Agreement and 2) Delivery of our Form ADV Part 2A and 2B and Privacy Notice to you.
For information pertaining to Clearstead’s registration, please contact the United States Securities and Exchange Commission at www.adviserinfo.sec.gov. A copy of Clearstead’s current written disclosure statement discussing Clearstead’s business operations, services, and fees is available from Clearstead upon written request.
The content appearing on this web site is the property of Clearstead or its licensors, and is protected by intellectual property rights. The research, articles and commentary contained on this website are accurate as of the date published and Clearstead disclaims responsibility for updating information. Clearstead also disclaims responsibility for third-party content, including information accessed through hyperlinks.
Users are reminded that the Internet is not a secure network and online access may be interrupted.
These Terms and Conditions may be amended by Clearstead at its discretion.
Disclaimer of Warranty and Limitation of Liability
The information, data and opinions on this website are provided “as is” and are provided without any warranty of any kind, either express or implied. Clearstead does not warrant the accuracy of the information provided for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Nothing on this website should be interpreted to state or imply that past performance in an indication of future results. CLEARSTEAD WILL NOT BE LIABLE FOR ANY DIRECT, SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS WEBSITE OR ANY “LINKED” WEBSITE.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114