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Current Employers
Clearstead; Clearstead Advisory Solutions

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-29
  • WA RA
    APPROVED
    Since 2026-05-29

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
Clearstead Cleveland OH 02/2026 Present
The Clarius Group, Llc Seattle WA 03/2017 02/2018
Seattle Bank Seattle WA 06/2015 03/2017
The Clarius Group, Llc Seattle WA 02/2018 03/2026
The Clarius Group, Llc Seattle WA 04/2022 02/2026
  • 02/2026 → Present
    Clearstead
    Cleveland, OH
  • 03/2017 → 02/2018
    The Clarius Group, Llc
    Seattle, WA
  • 06/2015 → 03/2017
    Seattle Bank
    Seattle, WA
  • 02/2018 → 03/2026
    The Clarius Group, Llc
    Seattle, WA
  • 04/2022 → 02/2026
    The Clarius Group, Llc
    Seattle, WA
Previous Registrations
  • 2018-05-04 → 2026-02-18
    The Clarius Group, Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-04
  • S65 Uniform Investment Adviser Law Examination
    2018-05-04
Other Names
  • Sue Young Lee

View on SEC IAPD

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