William Steven Shack

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 11/2023
  Charles Schwab & Co., Inc.
  Seattle, WA
• 05/2014 → 11/2023
  Charles Schwab Bank
  Seattle, WA
• 11/2023 → 02/2026
  The Clarius Group, Llc
  Seattle, WA
• 02/2026 → Present
  Clearstead Advisors
  Cleveland, OH

Previous Registrations

• 2023-11-30 → 2026-02-18
  The Clarius Group, Llc
  Seattle, WA
• 2014-03-31 → 2023-09-26
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31
• S63 Uniform Securities Agent State Law Examination
  2011-11-02

Designations

• Certified Financial Planner
• Chartered Financial Analyst