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Michael Shebak

Executive Managing Director, Enterprise Sales at Clearstead Advisors

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

Michael Shebak is Executive Managing Director, Enterprise Sales of Clearstead Advisors, LLC, a Cleveland investment adviser.

Role at Clearstead Advisors

Title on Schedule A
Executive Managing Director, Enterprise Sales
Control
Michael Shebak is a control person of Clearstead Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Michael Shebak has held the filed role since October 2015.

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 Michael Shebak 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
Michael Shebak
CRD
4003210
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 Mike Shebak as an executive managing director and head of enterprise sales and marketing. The firm describes his work in institutional consulting, investment operations and product management, and says he earned a BA from Wittenberg University and an MBA from Ohio State University’s Fisher College of Business. Official firm biography

Common questions

Where does Michael Shebak work?

Michael Shebak has been Executive Managing Director, Enterprise Sales of Clearstead Advisors, LLC since October 2015, 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 4003210. 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 Michael Shebak or Clearstead Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.