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William Steven Shack

Clearstead; Clearstead Advisory Solutions

Seattle, WA

Cleveland, OH

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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 2026-02-26
  • WA RA
    APPROVED
    Since 2026-02-26

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
Charles Schwab & Co., Inc. Seattle WA 09/2010 11/2023
Charles Schwab Bank Seattle WA 05/2014 11/2023
The Clarius Group, Llc Seattle WA 11/2023 02/2026
Clearstead Advisors Cleveland OH 02/2026 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-31
S63 Uniform Securities Agent State Law Examination 2011-11-02
  • S66 Uniform Combined State Law Examination
    2014-03-31
  • S63 Uniform Securities Agent State Law Examination
    2011-11-02
Designations

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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