Betsy Joann Cole
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
11 yearsExperience
1 stateRegistered in
$33.9BFirm assets
37 yearsFirm in business
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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
11 years in the industry.
- Clearstead; Clearstead Advisory SolutionsFeb 2026 to now
- ClearsteadFeb 2026 to now
- The Clarius Group, LLCNov 2021 to Feb 2026
- Highland Private Wealth ManagementJun 2019 to Nov 2021
- Newground Social InvestmentJun 2017 to Jun 2019
- D.A. Davidson & Co.Dec 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 4667304
- Firm CRD
- 105674