Stephanie Mavis D'ippolito
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Clearstead; Clearstead Advisory SolutionsFeb 2026 to now
- Clearstead Advisors, LLCFeb 2026 to now
- The Clarius Group, LLCAug 2024 to Jan 2026
- Freestone Capital Management, LLCJul 2017 to Aug 2024
- Belr Capital, LLCOct 2015 to Jul 2017
- Bronfman E.L. Rothschild LPMay 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5152745
- Firm CRD
- 105674