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Bruce Jonathan Fenster

Clearstead; Clearstead Advisory Solutions

Philadelphia, PA

Cleveland, OH

CRD 2224889

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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
PA RA APPROVED 2026-07-13
  • PA RA
    APPROVED
    Since 2026-07-13

Branch Locations

2929 Walnut Street, Philadelphia, PA 19104 • 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
Mycio Wealth Partners, Llc Philadelphia PA 05/2012 07/2026
Clearstead Cleveland OH 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-27
S63 Uniform Securities Agent State Law Examination 1992-06-12
  • S65 Uniform Investment Adviser Law Examination
    1995-02-27
  • S63 Uniform Securities Agent State Law Examination
    1992-06-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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GLOBAL ADVISERS, LLC · PHILADELPHIA, PA

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