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Yulya Stewart

Clearstead; Clearstead Advisory Solutions

Seattle, WA

Cleveland, OH

CRD 7026008

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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:

Current Employers
Clearstead; Clearstead Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-19
  • WA RA
    APPROVED
    Since 2026-03-19

Branch Locations

999 3Rd Avenue, Seattle, WA 98104 • 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
The Pacific Financial Group Bellevue WA 10/2012 01/2019
The Clarius Group, Llc Seattle WA 02/2019 01/2026
Clearstead Advisors Cleveland OH 02/2026 Present
  • 10/2012 → 01/2019
    The Pacific Financial Group
    Bellevue, WA
  • 02/2019 → 01/2026
    The Clarius Group, Llc
    Seattle, WA
  • 02/2026 → Present
    Clearstead Advisors
    Cleveland, OH
Previous Registrations
  • 2019-08-23 → 2026-02-18
    The Clarius Group, Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-23
  • S65 Uniform Investment Adviser Law Examination
    2019-08-23
Other Names
  • Julia Stewart
  • Yulya Zhikhareva

View on SEC IAPD

Nearby Firms

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EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC

Nearby Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE

Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

More in Seattle, WA

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