What departments does Clearstead Advisory Solutions have?

Clearstead Advisory Solutions has employees across 5 departments including Entrepreneurship, Operations, Finance, Customer Success, Analytics.

What is the largest department at Clearstead Advisory Solutions?

The largest department at Clearstead Advisory Solutions is Analytics with 2 employees.

Where are Clearstead Advisory Solutions employees located globally?

Clearstead Advisory Solutions has employees across 1 continents and 1 countries including United States Of America.

How has Clearstead Advisory Solutions's team size changed over time?

Clearstead Advisory Solutions's team has grown from approximately 39 to 41 employees based on available data.

Clearstead Advisory Solutions Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Clearstead Advisory Solutions operates as a division of Clearstead Advisors, LLC, a financial services firm that serves wealthy families and leading institutions. The organization delivers wealth management and investment consulting through tailored, integrated guidance across the full spectrum of financial needs. Its services are designed to address both current financial objectives and long-term prosperity for families, institutions, and their broader communities. Based in Norfolk, Virginia, the firm is positioned as a smaller to mid-sized advisory practice within the financial services sector.

In April 2026, Clearstead Advisors announced the appointment of Shaun McCracken as Executive Managing Director, Mergers & Acquisitions. This leadership addition reflects the firm's ongoing efforts to expand its strategic and advisory capabilities.

Clearstead Advisory Solutions Global Highlights

North America
71

United States Of America
71

Clearstead Advisory Solutions's Leadership

T. T.
Vice President - Private Client Services
Mobile Phone
Email
T. G.
Vice President Of Operations And Compliance Manager
Mobile Phone
Email
L. B.
Founder
Mobile Phone
Email
N. S.
Vice-President
Mobile Phone
Email
K. E.
Managing Director
Mobile Phone
Email
C. Z.
Portfolio Trader And Manager
Mobile Phone
Email
J. V.
Client Service Associate
Mobile Phone
Email
K. S.
Client Services Associate
Mobile Phone
Email

Clearstead Advisory Solutions Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Business
Entrepreneurship
Other

Contact profiles from Clearstead Advisory Solutions

Name

Title

Contact Info

Location

Last Update

L. B.
Founder
Mobile Phone
Email
Jun 03, 2026
N. S.
Vice-President
Mobile Phone
Email
Oct 16, 2024
T. T.
Vice President - Private Client Services
Mobile Phone
Email
Oct 21, 2024
T. G.
Vice President Of Operations And Compliance Manager
Mobile Phone
Email
Oct 22, 2024
K. E.
Managing Director
Mobile Phone
Email
Apr 17, 2026
C. Z.
Portfolio Trader And Manager
Mobile Phone
Email
Feb 09, 2024
J. V.
Client Service Associate
Mobile Phone
Email
May 31, 2026
K. S.
Client Services Associate
Mobile Phone
Email
Jun 28, 2026
D. O.
Accounting Associate
Mobile Phone
Email
Sep 05, 2024
E. W.
Research Analyst
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Clearstead Advisory Solutions known for?

Clearstead Advisory Solutions was founded in 1990 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-757-623-****

. Explore Clearstead Advisory Solutions's company overview page for more information.

What is Clearstead Advisory Solutions's most common email format?

Clearstead Advisory Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clearstead Advisory Solutions email formats with LeadIQ.

How many employees does Clearstead Advisory Solutions have currently?

Clearstead Advisory Solutions has approximately 43 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Clearstead Advisory Solutions's key employees and leadership?

As of July 2026, Clearstead Advisory Solutions's key employees include:

Vice President - Private Client Services: T. T.
Vice President Of Operations And Compliance Manager: T. G.
Founder: L. B.
Vice-President: N. S.
Managing Director: K. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Clearstead Advisory Solutions Employee Directory

Find Clearstead Advisory Solutions employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Clearstead Advisory Solutions Global Highlights

North America
71

Clearstead Advisory Solutions's Leadership

Clearstead Advisory Solutions Employee Metrics

Contact profiles from Clearstead Advisory Solutions

Frequently Asked Questions

What is Clearstead Advisory Solutions known for?

What is Clearstead Advisory Solutions's most common email format?

How many employees does Clearstead Advisory Solutions have currently?

Who are Clearstead Advisory Solutions's key employees and leadership?

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

Clearstead Advisory Solutions Employee Directory

Find Clearstead Advisory Solutions employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Clearstead Advisory Solutions Global Highlights

North America71

Clearstead Advisory Solutions's Leadership

Clearstead Advisory Solutions Employee Metrics

Contact profiles from Clearstead Advisory Solutions

Frequently Asked Questions

What is Clearstead Advisory Solutions known for?

What is Clearstead Advisory Solutions's most common email format?

How many employees does Clearstead Advisory Solutions have currently?

Who are Clearstead Advisory Solutions's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
71

Everything for prospecting,
in one platform.