David Joseph Rubis
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
10 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
10 years in the industry.
- Clearstead; Clearstead Advisory SolutionsNov 2021 to now
- Clearstead Advisors, LLCSep 2021 to now
- Hightower Advisors LLCMay 2019 to Aug 2021
- Wealthtrust Fairport, LLCFeb 2017 to Aug 2021
- Hpm Partners LLCOct 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 6370940
- Firm CRD
- 105674