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Luke Hyma Scanlan

Clearstead; Clearstead Advisory Solutions

Norfolk, VA

Cleveland, OH

CRD 6353433

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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
VA RA APPROVED 2024-04-25
  • VA RA
    APPROVED
    Since 2024-04-25

Branch Locations

150 West Main Street Suite 1700, Norfolk, VA 23510 • 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
Fidelity Investments Merrimack NH 08/2015 12/2021
Wilbanks, Smith & Thomas Asset Management Norfolk VA 01/2022 04/2024
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
  • 08/2015 → 12/2021
    Fidelity Investments
    Merrimack, NH
  • 01/2022 → 04/2024
    Wilbanks, Smith & Thomas Asset Management
    Norfolk, VA
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-21
  • S63 Uniform Securities Agent State Law Examination
    2014-07-21
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

HEINZ GARNER KOCH
JEFFREY SAMUEL MILLER
RALPH MARK COURAGE

Nearby Offices

COURAGE MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
COURAGE KORVING MILLER PARTNERS, LLC · NORFOLK, VA

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