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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

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

2929 Walnut Street, Philadelphia, PA 19104 • 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
Brill Ventures Wayne NJ 09/1993 Present
Mycio Wealth Partners, Llc Philadelphia PA 09/2007 07/2026
Clearstead Cleveland OH 07/2026 Present
  • 09/1993 → Present
    Brill Ventures
    Wayne, NJ
  • 09/2007 → 07/2026
    Philadelphia, PA
  • 07/2026 → Present
    Clearstead
    Cleveland, OH
Previous Registrations
  • 2007-09-20 → 2026-07-21
    Philadelphia, PA
  • 1998-09-30 → 2007-09-04
    Pricewaterhousecoopers Investment Advisers Llc
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-18
S63 Uniform Securities Agent State Law Examination 1987-12-14
  • S65 Uniform Investment Adviser Law Examination
    1995-10-18
  • S63 Uniform Securities Agent State Law Examination
    1987-12-14

View on SEC IAPD

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