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Carolyn Raden

Chief Financial Officer at Clearstead Advisors

No current adviser or broker registrationSEC record checked 18 October 2026

0
Past adviser firms
1
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Carolyn Raden is Chief Financial Officer of Clearstead Advisors, LLC, a Cleveland investment adviser managing $33.9B. Carolyn Raden has passed the Series 27.

Role at Clearstead Advisors

Title on Schedule A
Chief Financial Officer
Control
Carolyn Raden is a control person of Clearstead Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Carolyn Raden has held the filed role since December 2025.

The firm

Clearstead Advisors, LLC
Cleveland, OH

Form ADV filed 31 July 2026

$33.9B AUM4,819 clients104 advisers11 offices

Career on record

Firms and exams, newest first
  1. Passed Series 27 · 2015

Registrations and exams

No current adviser or broker registration. Carolyn Raden has passed 1 qualifying exam.

Examinations

Series 272 April 2015
Name
Financial and Operations Principal Examination

Individual record

Full name
Carolyn Elaine Raden
CRD
6407657
Firm
Clearstead Advisors, LLC
Registration status
No current adviser or broker registration
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 Carolyn Raden as chief financial officer. The firm says she previously served as CFO at Kovitz and worked in Deloitte’s audit practice; she earned a BBA in accounting and a master’s in professional accounting from the University of Texas at Austin. Official firm biography

Common questions

Where does Carolyn Raden work?

Carolyn Raden has been Chief Financial Officer of Clearstead Advisors, LLC since December 2025, and is a control person of the firm.

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

Does Carolyn Raden have a current investment-adviser registration?

Carolyn Raden has no current investment-adviser or broker registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Carolyn Raden passed?

Carolyn Raden passed the Series 27 in April 2015.

Source: IAPD individual record, checked 18 October 2026

Leadership at Clearstead Advisors

Sources

  1. IAPD individual record, CRD 6407657. Registration status, employment history and examinations.
  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 Carolyn Raden or Clearstead Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.