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David Fulton

Chairman Emeritus at Clearstead Advisors

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

David Fulton is Chairman Emeritus of Clearstead Advisors, LLC, a Cleveland investment adviser.

Role at Clearstead Advisors

Title on Schedule A
Chairman Emeritus
Control
David Fulton is a control person of Clearstead Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Fulton 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 David Fulton 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
David Fulton
CRD
2022897
Firm
Clearstead Advisors, LLC
Record basis
Form ADV officer listing

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

Common questions

Where does David Fulton work?

David Fulton has been Chairman Emeritus 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

  • Bradley Knapp
    Chief Executive Officer, President
  • Carolyn Raden
    Chief Financial Officer
  • Steven Wolken
    Chief Compliance Officer
  • Aneet Deshpande
    Chief Investment Officer
  • 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 2022897. 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.

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 David Fulton or Clearstead Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.