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

Sep 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S66

First exam

Nov 2, 2011

First registration

Mar 31, 2014

Dual registered

no

IAPD individual key

5850524

• Occurred

  Feb 18, 2026
  Advisor changed firm

  William Steven Shack left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-02-26)

  Form ADVobserved 5 days ago
• Occurred

  Sep 26, 2023
  Advisor changed firm

  William Steven Shack left Charles Schwab & Co., Inc. for The Clarius Group, Llc (registered 2023-11-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ea46a280-cb95-7665-65cf-fba4de68a054

First observed

Mar 31, 2014

Last observed

Sep 15, 2026 5 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.