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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.

Find Clearstead Advisory Solutions employees' phone numbers or email addresses

Clearstead Advisory Solutions Global Highlights

Location
Employees

North America
66

Minus sign iconPlus sign icon
  • United States Of America
    66

Clearstead Advisory Solutions's Leadership

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

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

Frequently Asked Questions

What is Clearstead Advisory Solutions known for?

Minus sign iconPlus sign iconClearstead Advisory Solutions was founded in 1990 and operates in the Financial Services industry. You can contact Clearstead Advisory Solutions's 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?

Minus sign iconPlus sign iconClearstead Advisory Solutions employees' email format typically follows the pattern of First.Last@wstam.com. 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?

Minus sign iconPlus sign iconClearstead Advisory Solutions has approximately 42 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 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.

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