Ellen Wohlford Anderson

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

10 Years of Experience

View SEC Summary

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

150 West Main Street, Norfolk, VA, 23510

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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

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Tull Financial Group, INC.

October 2017 - June 2023 · 5 yrs 8 mos

Wilbanks, Smith & Thomas Asset Management, LLC

January 2014 - October 2017 · 3 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.