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Nancy Gallagher Cook

Clearstead; Clearstead Advisory Solutions

Beachwood, OH

CRD 5128989

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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
OH RA APPROVED 2012-04-18
  • OH RA
    APPROVED
    Since 2012-04-18

Branch Locations

25825 Science Park Drive Suite 100, Beachwood, OH 44122 • 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
Hartland & Co. Cleveland OH 03/2012 Present
  • 03/2012 → Present
    Hartland & Co.
    Cleveland, OH
Previous Registrations
  • 2010-08-10 → 2012-03-15
    Rav Financial
    Beachwood, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-22
  • S65 Uniform Investment Adviser Law Examination
    2010-03-22
Other Names
  • Anne Michelle Gallagher
  • Nancy Cook

View on SEC IAPD

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