Inactive

David William Sommer

St. Clair Advisors, LLC

Mayfield Heights, OH

CRD 4648614

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Employer firm

St. Clair Advisors, LLC CRD 155064

$1.07B regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
TAX PLANNING / TAX COMPLIANCE / BILL PAY

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

Current Employers

St. Clair Advisors, Llc

5875 Landerbrook Drive Suite 240, Mayfield Heights, OH 44124 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-04-24
FL	RA	APPROVED	2022-07-05
TX	RA	APPROVED_RES	2021-05-06
OH	RA	APPROVED	2014-07-15

CA RA
APPROVED

Since 2024-04-24
FL RA
APPROVED

Since 2022-07-05
TX RA
APPROVED_RES

Since 2021-05-06
OH RA
APPROVED

Since 2014-07-15

Branch Locations

5875 Landerbrook Drive Suite 240, Mayfield Heights, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
St. Clair Advisors, Llc	Mayfield Heights	OH	10/2010	Present

10/2010 → Present

St. Clair Advisors, Llc

Mayfield Heights, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-15

S65 Uniform Investment Adviser Law Examination

2014-07-15

View on SEC IAPD

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