Brianna Therese Shughrou

Employer firm

Clearstead; Clearstead Advisory Solutions CRD 105674

$33.9B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 04/2024
  Wilbanks, Smith & Thomas Asset Management Llc
  Norfolk, VA
• 04/2024 → Present
  Clearstead Advisory Solutions
  Norfolk, VA

Previous Registrations

• 2007-07-02 → 2024-04-25
  Wilbanks, Smith & Thomas Asset Management, Llc
  Norfolk, VA

Other Businesses

Shughrou LLC, 301 Central Ave, Metter, GA 30439. The LLC is not investment-related. The LLC is a holding company for commercial and residential rental properties in Georgia, established in 2005. The employee serves as an agent and devotes 0 hours per month to this business during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-30

Other Names

• Brianna Therese Graham
• Brianna Therese Graham