Paul Aaron Ferwerda

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

• 04/2016 → 04/2024
  Wilbanks, Smith & Thomas Asset Management, Llc
  Norfolk, VA
• 04/2024 → Present
  Clearstead Advisory Solutions
  Norfolk, VA

Previous Registrations

• 2016-04-07 → 2024-04-25
  Wilbanks, Smith & Thomas Asset Management, Llc
  Manakin Sabot, VA
  Norfolk, VA
• 1987-07-23 → 2015-10-02
  Thompson Siegel & Walmsley Llc
  Richmond, VA
  Richmond, VA

Other Businesses

Lakeport Landing, LLC Not investment-related 1256 Milum Drive Moore Haven, Fl 33471 Recreational vehicle park with 8 apartments Passive investor (11%) No title or responsibilities Closing date was 3/1/2024 No hours committed to the operation of the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-02-02
• S63 Uniform Securities Agent State Law Examination
  1988-04-07

Designations

• Chartered Financial Analyst