Allen Curtis Berg

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 12/2019
  North Star Investment Management Corp.
  Chicago, IL
• 07/2015 → 12/2019
  Weiss & Company Llp
  Glenview, IL
• 01/2020 → 12/2022
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2023 → 01/2025
  Waveland Family Office, Llc
  Deerfield, IL
• 02/2025 → Present
  Clearstead Advisors
  Cleveland, OH

Previous Registrations

• 2023-03-16 → 2025-02-13
  Waveland Family Office, Llc
  Deerfield, IL
• 2020-02-06 → 2023-02-22
  Northcoast Asset Management Llc
  Stamford, CT
  Northbrook, IL
• 2014-10-27 → 2020-01-31
  North Star Investment Management Corporation
  Northbrook, IL
  Chicago, IL

Other Businesses

Juliana Greenfield Family Foundation; not investment related; 570 Lake Cook Rd, Suite 320, Deerfield, IL 60015; The Foundation is engaged in charitable medical research; Mr. Berg has served as Treasurer and Adviser since March 2019; devotes less than 5 hours/month to this entity, none of which occurs during securities trading hours; Mr. Berg oversees contributions made to the Foundation, assists with grants made, and manages the portfolio.

Designations

• Certified Financial Planner