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Stephanie Mavis D'IPpolito

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 Ave, Suite 3050, 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
Bronfman E.L. Rothschild Lp Milwaukee WI 05/2013 07/2017
Belr Capital, Llc Milwaukee WI 10/2015 07/2017
Freestone Capital Management, Llc Seattle WA 07/2017 08/2024
The Clarius Group, Llc Seattle WA 08/2024 01/2026
Clearstead Advisors, Llc Seattle WA 02/2026 Present
  • 05/2013 → 07/2017
    Bronfman E.L. Rothschild Lp
    Milwaukee, WI
  • 10/2015 → 07/2017
    Belr Capital, Llc
    Milwaukee, WI
  • 07/2017 → 08/2024
    Freestone Capital Management, Llc
    Seattle, WA
  • 08/2024 → 01/2026
    The Clarius Group, Llc
    Seattle, WA
  • 02/2026 → Present
    Clearstead Advisors, Llc
    Seattle, WA
Previous Registrations
  • 2024-11-08 → 2026-02-18
    The Clarius Group, Llc
    Seattle, WA
  • 2017-08-11 → 2024-07-01
    Freestone Capital Management, Llc
    Seattle, WA
  • 2013-06-19 → 2017-07-28
    Wealthspire Advisors
    Milwaukee, WI
    Milwaukee, WI
  • 2012-04-12 → 2013-07-08
    Baker Tilly Investment Advisors
    Madison, WI
  • 2009-07-17 → 2012-04-18
    Robert W. Baird & Co. Incorporated
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-16
  • S66 Uniform Combined State Law Examination
    2009-07-16
Designations
Other Names
  • Stephanie Mavis West
  • Stephanie Mavis Zydzik
  • Stephanie Mavis Zydzik

View on SEC IAPD

Other Firms

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ETERNAL DIGITAL FUND LTD.
FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

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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