Clearstead Advisors, LLC
Ohio
Ohio
Registered In
11/01/1988
Incorp. Date
Company Summary
Clearstead Advisors, LLC in Ohio lists David C. Fulton, Jr. as the associate.
Overview
Registered In
Ohio
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
A
Registration Type
Domestic
Search Other Resources
People
|
Christine C. Sterrett
Registered Agent
|
1100 SUPERIOR AVE E STE 700, CLEVELAND, OH 44114
|
|
|
David C. Fulton, Jr.
|
Financials
Financial Information for Clearstead Advisors, LLC
Form 5500
CLEARSTEAD ADVISORS, LLC
1100 Superior Avenue 7th Floor, Cleveland, Oh 44114 (216) 658-5272 EIN:34-1597728 Plan Admin:Jane Battes| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY103 / 0 Assets BOY/EOY$0 / $0 | 2023 | CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN - Plan #501 | 103 / 0 | $0 / $0 |
| 2023 | Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY128 / 155 Assets BOY/EOY$0 / $0 | 2023 | CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 | 128 / 155 | $0 / $0 |
| 2022 | Plan NameCLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY108 / 0 Assets BOY/EOY$0 / $0 | 2022 | CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN - Plan #501 | 108 / 0 | $0 / $0 |
| 2022 | Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY108 / 128 Assets BOY/EOY$0 / $0 | 2022 | CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 | 108 / 128 | $0 / $0 |
| 2021 | Plan NameCLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY87 / 108 Assets BOY/EOY$0 / $0 | 2021 | CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN - Plan #001 | 87 / 108 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CLEARSTEAD ADVISORS, LLC
1100 SUPERIOR AVE Suite 700, CLEVELAND, OH 44114-2518| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$2,276,720 Forgiven$1,797,300 LenderS & T Bank Jobs85 | 04/11/2020 | $2,276,720 | $1,797,300 | S & T Bank | 85 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Clearstead Advisors, LLC
Registered in New York
|
Cleveland, OH | View Report | |
|
Clearstead Advisors, LLC
Registered in North Carolina
|
Cleveland, OH | View Report | |
|
Clearstead Advisors, LLC
Registered in Maine
|
Augusta, ME Cleveland, OH | View Report |
Sources
The following government agencies have contributed data:
• Ohio Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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You can easily find answers to common questions on the Frequently Asked Questions page.
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