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Maria Sabina Siwek

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

Seattle, WA

CRD 5725679

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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 2026-03-02
  • WA RA
    APPROVED
    Since 2026-03-02

Branch Locations

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

999 3Rd Ave, Seattle, WA 98104 • 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
Freestone Capital Management Llc Seattle WA 01/2015 07/2021
Laird Norton Wealth Management Seattle WA 08/2021 09/2022
The Clarius Group, Llc Seattle WA 10/2022 07/2024
The Clarius Group, Llc Seattle WA 07/2024 02/2026
Clearstead Advisors Cleveland OH 02/2026 Present
  • 01/2015 → 07/2021
    Seattle, WA
  • 08/2021 → 09/2022
    Laird Norton Wealth Management
    Seattle, WA
  • 10/2022 → 07/2024
    The Clarius Group, Llc
    Seattle, WA
  • 07/2024 → 02/2026
    The Clarius Group, Llc
    Seattle, WA
  • 02/2026 → Present
    Clearstead Advisors
    Cleveland, OH
Previous Registrations
  • 2022-10-06 → 2026-02-11
    The Clarius Group, Llc
    Seattle, WA
  • 2021-09-01 → 2022-10-11
    Lnw
    Seattle, WA
  • 2015-03-10 → 2021-08-04
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-10
S63 Uniform Securities Agent State Law Examination 2010-02-26
  • S65 Uniform Investment Adviser Law Examination
    2015-03-10
  • S63 Uniform Securities Agent State Law Examination
    2010-02-26
Designations
  • Certified Financial Planner
Other Names
  • Maria Sabina Siwek
  • Maria S Siwek-Fernald
  • Maria Sabina Siwek-Fernald
  • Maria Sabina Siwek
  • Maria Sabina Siwek-Fernald

View on SEC IAPD

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