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Daniel John Pizetoski

Clearstead; Clearstead Advisory Solutions

Norfolk, VA

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
VA RA APPROVED 2024-04-21
  • VA RA
    APPROVED
    Since 2024-04-21

Branch Locations

150 West Main Street Suite 1700, Norfolk, VA 23510 • United States

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
Wilbanks, Smith & Thomas Asset Management Norfolk VA 10/2020 04/2024
Villanova University Villanova PA 08/2019 06/2020
Coho Partners, Ltd. Berwyn PA 05/2019 01/2020
Self-Employed Pinehurst NC 08/2015 10/2018
Gail Pizetoski, Cpa, Pa Pinehurst NC 04/2014 04/2017
University Of Richmond Richmond VA 08/2011 05/2020
Unemployed Na VA 06/2020 08/2020
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
  • 10/2020 → 04/2024
    Wilbanks, Smith & Thomas Asset Management
    Norfolk, VA
  • 08/2019 → 06/2020
    Villanova University
    Villanova, PA
  • 05/2019 → 01/2020
    Coho Partners, Ltd.
    Berwyn, PA
  • 08/2015 → 10/2018
    Self-Employed
    Pinehurst, NC
  • 04/2014 → 04/2017
    Gail Pizetoski, Cpa, Pa
    Pinehurst, NC
  • 08/2011 → 05/2020
    University Of Richmond
    Richmond, VA
  • 06/2020 → 08/2020
    Unemployed
    Na, VA
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-01
  • S65 Uniform Investment Adviser Law Examination
    2021-03-01
Designations

View on SEC IAPD

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Other Investors

HEINZ GARNER KOCH
JEFFREY SAMUEL MILLER
RALPH MARK COURAGE
WEYMAN GONG
CARTER BRANHAM SNOW FURR
SEAN STEPHEN MEEHAN
ROSE MILLER BENNETCH
B. WISTAR MORRIS

Other Offices

COURAGE MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
COURAGE KORVING MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA
DAVENPORT & COMPANY LLC · NORFOLK, VA
FIRST COMMAND ADVISORY SERVICES · Norfolk, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA

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