linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Joshua Avery

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Joshua Avery

Andrew Avery is an Investment Advisor Representative with Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions. Andrew has been in the industry for over 10 years, having worked in roles at various companies, including Wilbanks Smith and Thomas Asset Management, Taco Bell, and Harris Teeter. Andrew's experience covers investment consulting, financial planning, and pension consulting, offering insights for a broad range of clients. Andrew is licensed to practice in North Carolina and Virginia.

Firm Information

Andrew Avery is currently registered with Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is an investment advisory firm headquartered in Cleveland, Ohio. The firm provides investment consulting services for 401(k), foundation, and healthcare clients, as well as investment research, due diligence, and trust administration. They offer financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is registered with the SEC and has approximately $22.4 billion in assets under management. They have a total of 11,645 accounts, including 10,157 discretionary accounts.

$22.37B

Assets Under Management

116

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

A percentage of assets under advisement or flat fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Avery’s Registration & Firm History

VA

04/21/2024 - Present

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (Norfolk VA)

Not sure if Andrew Joshua Avery is right for you?

Licenses & Designations

IA

Issued 12/15/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Joshua Avery.
Not sure if Andrew Joshua Avery is right for you?