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Wayne Wilbanks

Executive Managing Director, Cas at Clearstead Advisors

Investment adviser registrationNorfolk, VASEC record checked 17 October 2026

35
Years in the industry
2
Years at the firm
2
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Wayne Wilbanks is Executive Managing Director, Cas of Clearstead Advisors, LLC, a Cleveland investment adviser managing $33.9B. Wayne Wilbanks has been registered through Clearstead Advisors since 13 May 2024, has 35 years in the industry across 2 firms and has passed the Series 7, Series 63, Series 5 and Series 65.

Role at Clearstead Advisors

Title on Schedule A
Executive Managing Director, Cas
Control
Wayne Wilbanks is a control person of Clearstead Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Wayne Wilbanks has held the filed role since April 2024.

The firm

Clearstead Advisors, LLC
Cleveland, OH

Form ADV filed 31 July 2026

$33.9B AUM4,819 clients104 advisers11 offices

Career on record

Wayne Wilbanks has been registered through Clearstead Advisors since May 2024, and before that through Wilbanks, Smith & Thomas Asset Management, LLC.

Firms and exams, newest first
  1. Clearstead; Clearstead Advisory SolutionsCurrent
    – present · 2 years
    Norfolk, VA · Adviser representative · Firm CRD 105674
  2. Wilbanks, Smith & Thomas Asset Management, LLC
    – · 33 years
    Norfolk, VA · Adviser representative · Firm CRD 106060
  3. Passed Series 65 · 1990
  4. Passed Series 5 · 1983
  5. Passed Series 7 and Series 63 · 1982

Registrations and exams

Wayne Wilbanks has a current investment-adviser registration in North Carolina and Virginia and has passed 4 qualifying exams.

North Carolina13 May 2024
Scope
Investment adviser representative
Status
Approved
Virginia13 May 2024
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6519 November 1990
Name
Uniform Investment Adviser Law Examination
Series 633 June 1982
Name
Uniform Securities Agent State Law Examination
Series 528 February 1983
Name
Interest Rate Options Examination
Series 717 April 1982
Name
General Securities Representative Examination

Individual record

Full name
Wayne Freeman Wilbanks
CRD
1039562
Firm
Clearstead Advisors, LLC
Registration status
Investment adviser registration
Office
150 West Main Street Suite 1700, Norfolk, VA 23510
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 Wayne Wilbanks as executive managing director for Clearstead Advisory Solutions. Its biography says he previously co-founded and led Wilbanks Smith & Thomas Asset Management and studied economics at Duke University. Official firm biography

Common questions

Where does Wayne Wilbanks work?

Wayne Wilbanks has been Executive Managing Director, Cas of Clearstead Advisors, LLC since April 2024, and is a control person of the firm.

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

Is Wayne Wilbanks a financial advisor?

Yes. Wayne Wilbanks has a current investment-adviser registration in North Carolina and Virginia, through Clearstead Advisors since May 2024, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Wayne Wilbanks have?

Wayne Wilbanks has worked in the financial industry for 35 years as of 17 October 2026, counted from 28 November 1990, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Wayne Wilbanks passed?

Wayne Wilbanks has passed 4 licensing exams: the Series 7, Series 63, Series 5 and Series 65. The earliest, the Series 7, was passed in April 1982.

Source: IAPD individual record, checked 17 October 2026

Where did Wayne Wilbanks work before Clearstead Advisors?

Before Clearstead Advisors, Wayne Wilbanks was registered through Wilbanks, Smith & Thomas Asset Management, LLC, November 1990 to May 2024.

Source: IAPD individual record, checked 17 October 2026

Where is Wayne Wilbanks based?

Wayne Wilbanks’ registered office is in Norfolk, VA.

Source: IAPD individual record, checked 17 October 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
  • 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
  • Margie Wright-McGowan
    Chief Human Resoursces Officer

Sources

  1. IAPD individual record, CRD 1039562. 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 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 Wayne Wilbanks or Clearstead Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.