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Bradley Knapp

Chief Executive Officer, President at Clearstead Advisors

Officer record from the firm’s Form ADVForm ADV filed 31 July 2026

Bradley Knapp is Chief Executive Officer, President of Clearstead Advisors, LLC, a Cleveland investment adviser.

Role at Clearstead Advisors

Title on Schedule A
Chief Executive Officer, President
Control
Bradley Knapp is a control person of Clearstead Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Bradley Knapp has held the filed role since January 2025.

The firm

Clearstead Advisors, LLC
Cleveland, OH

Form ADV filed 31 July 2026

$33.9B AUM4,819 clients104 advisers11 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Bradley Knapp is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Bradley Knapp
CRD
3086093
Firm
Clearstead Advisors, LLC
Record basis
Form ADV officer listing
Firm bio
clearstead.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Clearstead identifies Bradley Knapp as CEO and president. The firm says he held roles at Hawthorn/PNC, KeyCorp and McDonald & Company Investments before joining Clearstead, and earned a BSBA from John Carroll University. Official firm biography

Common questions

Where does Bradley Knapp work?

Bradley Knapp has been Chief Executive Officer, President of Clearstead Advisors, LLC since January 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

Leadership at Clearstead Advisors

  • Carolyn Raden
    Chief Financial Officer
  • Steven Wolken
    Chief Compliance Officer
  • Aneet Deshpande
    Chief Investment Officer
  • David Fulton
    Chairman Emeritus
  • Brittney Garrett
    Chief Transformation & Client Experience Officer
  • Satricia Rice
    Executive Managing Director, PCS
  • Matthew Shannon
    Executive Managing Director, Ics
  • Michael Shebak
    Executive Managing Director, Enterprise Sales
  • Carl Tippit
    Co-Chairman
  • Wayne Wilbanks
    Executive Managing Director, Cas
  • Margie Wright-McGowan
    Chief Human Resoursces Officer

Sources

  1. IAPD individual lookup, CRD 3086093. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Clearstead Advisors, LLC, filed 31 July 2026. Title, control and ownership bands.
  3. Clearstead Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Bradley Knapp or Clearstead Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.