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Emily Kay Erhart

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

CRD 7114493

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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
OH RA APPROVED 2024-11-20
  • OH RA
    APPROVED
    Since 2024-11-20

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
Cbiz Independence OH 06/2020 10/2024
Valmark Akron OH 06/2019 06/2020
University Of Akron Akron OH 08/2017 05/2021
Cohen & Co Cleveland OH 01/2019 04/2019
Madison Comprehensive High School Mansfield OH 08/2013 08/2017
Clearstead Cleveland OH 10/2024 Present
  • 06/2020 → 10/2024
    Cbiz
    Independence, OH
  • 06/2019 → 06/2020
    Valmark
    Akron, OH
  • 08/2017 → 05/2021
    University Of Akron
    Akron, OH
  • 01/2019 → 04/2019
    Cohen & Co
    Cleveland, OH
  • 08/2013 → 08/2017
    Madison Comprehensive High School
    Mansfield, OH
  • 10/2024 → Present
    Clearstead
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-27
  • S65 Uniform Investment Adviser Law Examination
    2023-07-27

View on SEC IAPD

Nearby Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

More in Cleveland, OH

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