Robert Downing Mundin
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
11 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
11 years in the industry.
- Clearstead; Clearstead Advisory SolutionsMay 2024 to now
- Clearstead Advisory SolutionsApr 2024 to now
- Wilbanks, Smith & Thomas Asset ManagementSep 2020 to Apr 2024
- N/aJan 2020 to Sep 2020
- Bankers InsuranceSep 2019 to Jan 2020
- N/aMay 2019 to Sep 2019
- Philips Jones Wealth Management - Ameriprise Financial ServicesJun 2018 to Oct 2018
- Bankers InsuranceJun 2017 to Aug 2017
- University of TennesseeAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6951249
- Firm CRD
- 105674