Erin Abate
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
12 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
12 years in the industry.
- Clearstead; Clearstead Advisory SolutionsApr 2025 to now
- Clearstead Advisory SolutionsApr 2024 to now
- Wilbanks Smith and Thomas Asset Management LLCSep 2021 to Mar 2024
- Wholesale Screening SolutionsJun 2021 to Aug 2021
- University of MarylandJan 2019 to May 2021
- Howard Community CollegeJan 2019 to Aug 2019
- Howard Community CollegeAug 2017 to Dec 2018
- Victoria & Albert Hair SalonDec 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8071859
- Firm CRD
- 105674