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Ronald Edward Bates

St. Clair Advisors, LLC

Mayfield Heights, OH

CRD 2713953

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Employer firm

St. Clair Advisors, LLC CRD 155064

$1.07B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PLANNING / TAX COMPLIANCE / BILL PAY

From the firm’s Form ADV. Read the guides:

Current Employers
St. Clair Advisors, Llc

5875 Landerbrook Drive Suite 240, Mayfield Heights, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-06
TX RA APPROVED 2021-05-06
OH RA APPROVED 2012-02-23
  • FL RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED
    Since 2021-05-06
  • OH RA
    APPROVED
    Since 2012-02-23

Branch Locations

6120 Parkland Blvd Suite 306, Mayfield Heights, OH 44124 • 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
St. Clair Advisors, Llc Mayfield Heights OH 01/2012 Present
Previous Registrations
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Ronald Bates

View on SEC IAPD

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Nearby Investors

KAREY LYNN EDWARDS
CONNOR STEVEN FIFE
KEVIN HOWARD MYEROFF

Nearby Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
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