Caitlin Ann Monahan
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
14 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
14 years in the industry.
- Clearstead; Clearstead Advisory SolutionsMay 2025 to now
- Clearstead Advisors LLCMay 2024 to now
- UBS Financial Services Inc.Mar 2023 to May 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2023
- Fidelity Brokerage Services LLCApr 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6059178
- Firm CRD
- 105674