This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 12, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jun 12, 1992

First registration

Oct 8, 1998

Dual registered

no

IAPD individual key

2224889

• Occurred

  Jul 21, 2026
  Advisor changed firm

  Bruce Jonathan Fenster left Mycio Wealth Partners, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-07-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7f3612e9-93b7-54f8-258c-618a1186c812

First observed

Oct 8, 1998

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.