William Steven Shack
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
16 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
16 years in the industry.
- Clearstead; Clearstead Advisory SolutionsFeb 2026 to now
- Clearstead AdvisorsFeb 2026 to now
- The Clarius Group, LLCNov 2023 to Feb 2026
- Charles Schwab BankMay 2014 to Nov 2023
- Charles Schwab & Co., Inc.Sep 2010 to Nov 2023
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
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
- 5850524
- Firm CRD
- 105674