Maria Sabina Siwek
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
11 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
11 years in the industry.
- Clearstead; Clearstead Advisory SolutionsMar 2026 to now
- Clearstead AdvisorsFeb 2026 to now
- The Clarius Group, LLCOct 2022 to Feb 2026
- Laird Norton Wealth ManagementAug 2021 to Sep 2022
- Freestone Capital Management LLCJan 2015 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
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
- 5725679
- Firm CRD
- 105674