Caitlin Ann Monahan

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

12 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

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

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

4,635 clients

Average Client Portfolio

$5.2M average

Assets Under Management

$24.3B

Fee Structure

Location

1100 Superior Ave East, Suite 700, Cleveland, OH, 44114

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

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

May 2025 - Present · 9 mos

Previous Registrations

UBS Financial Services INC.

March 2023 - April 2024 · 1 yr 1 mo

UBS Financial Services INC.Broker

March 2023 - April 2024 · 1 yr 1 mo

Fidelity Personal and Workplace Advisors

July 2018 - March 2023 · 4 yrs 8 mos

Strategic Advisers LLC

April 2015 - July 2018 · 3 yrs 3 mos

Fidelity Brokerage Services LLCBroker

July 2012 - March 2023 · 10 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.