Lawrence Albert Bernert
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
31 yearsExperience
3 statesRegistered in
CFADesignation
$33.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Clearstead; Clearstead Advisory SolutionsMay 2024 to now
- Clearstead Advisory SolutionsApr 2024 to now
- Wilbanks, Smith & Thomas Asset Management LLCOct 1995 to Apr 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, VA).
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
$33.9BAssets managed
4,819Clients
64Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2386213
- Firm CRD
- 105674