Caitlin Ann Monahan

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

• 04/2012 → 07/2018
  Fidelity Brokerage Services Llc
  Covington, KY
• 07/2018 → 03/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2023 → 05/2024
  Ubs Financial Services Inc.
  Cleveland, OH
• 05/2024 → Present
  Clearstead Advisors Llc
  Cleveland, OH

Previous Registrations

• 2023-03-07 → 2024-04-30
  Ubs Financial Services Inc.
  Cleveland, OH
• 2018-07-13 → 2023-03-08
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-04-02 → 2018-07-13
  Strategic Advisers Llc
  Westlake, OH
  Woodmere Village, OH

Exams

• S66 Uniform Combined State Law Examination
  2015-04-02
• S63 Uniform Securities Agent State Law Examination
  2012-07-23

Other Names

• Caitlin Ann Monahan
• Caitlin Monahan