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Caitlin Ann Monahan

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-29
  • OH RA
    APPROVED
    Since 2025-05-29

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Covington KY 04/2012 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2023
Ubs Financial Services Inc. Cleveland OH 03/2023 05/2024
Clearstead Advisors Llc Cleveland OH 05/2024 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-02
S63 Uniform Securities Agent State Law Examination 2012-07-23
  • 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

View on SEC IAPD

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MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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