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Brittney Garrett

Chief Transformation & Client Experience Officer at Clearstead Advisors

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

Brittney Garrett is Chief Transformation & Client Experience Officer of Clearstead Advisors, LLC, a Cleveland investment adviser.

Role at Clearstead Advisors

Title on Schedule A
Chief Transformation & Client Experience Officer
Control
Brittney Garrett is a control person of Clearstead Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Brittney Garrett has held the filed role since June 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 18 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 Brittney Garrett 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
Brittney Garrett
CRD
7488927
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 Brittney Garrett as chief operating officer. The firm describes her prior corporate-systems strategy work at Focus Financial Partners and leadership roles at Ancora Holdings Group; she earned a bachelor’s degree in finance from Miami University. Official firm biography

Common questions

Where does Brittney Garrett work?

Brittney Garrett has been Chief Transformation & Client Experience Officer of Clearstead Advisors, LLC since June 2025, and is a control person of the firm.

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

Leadership at Clearstead Advisors

Sources

  1. IAPD individual lookup, CRD 7488927. 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 18 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 Brittney Garrett or Clearstead Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.