Best Investors Account Sign in
Inactive

Kenneth Donald Briscoe

Clearstead; Clearstead Advisory Solutions

Philadelphia, PA

Cleveland, OH

CRD 7677994

Claim This Profile
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
PA RA APPROVED 2026-07-09
  • PA RA
    APPROVED
    Since 2026-07-09

Branch Locations

2929 Walnut Street, Philadelphia, PA 19104 • 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
Concord High School Wilmington DE 08/2016 06/2020
University Of Delaware Newark DE 08/2020 06/2024
Mycio Wealth Partners, Llc Philadelphia PA 06/2024 06/2026
Sweat Fitness Philadelphia PA 06/2021 08/2021
Guard For Life New Castle DE 06/2019 08/2019
Tybout Redfearn & Pell Wilmington DE 11/2019 05/2024
Staples New Castle DE 06/2018 09/2019
Clearstead Advisors Philadelphia PA 07/2026 Present
  • 08/2016 → 06/2020
    Concord High School
    Wilmington, DE
  • 08/2020 → 06/2024
    University Of Delaware
    Newark, DE
  • 06/2024 → 06/2026
    Philadelphia, PA
  • 06/2021 → 08/2021
    Sweat Fitness
    Philadelphia, PA
  • 06/2019 → 08/2019
    Guard For Life
    New Castle, DE
  • 11/2019 → 05/2024
    Tybout Redfearn & Pell
    Wilmington, DE
  • 06/2018 → 09/2019
    Staples
    New Castle, DE
  • 07/2026 → Present
    Clearstead Advisors
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-04
  • S65 Uniform Investment Adviser Law Examination
    2025-06-04
Other Names
  • Kenneth Briscoe

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Philadelphia, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor