Emily Kay Erhart
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
13 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
13 years in the industry.
- Clearstead; Clearstead Advisory SolutionsNov 2024 to now
- ClearsteadOct 2024 to now
- CbizJun 2020 to Oct 2024
- ValmarkJun 2019 to Jun 2020
- Cohen & CoJan 2019 to Apr 2019
- University of AkronAug 2017 to May 2021
- Madison Comprehensive High SchoolAug 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7114493
- Firm CRD
- 105674