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Wayne F. Wilbanks
CLEARSTEAD; HARTLAND & CO.; CLEARSTEAD ADVISORY SOLUTIONS
Norfolk, VA 23510
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CRD#: 1039562
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Professional summary
Wayne Freeman Wilbanks is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Norfolk, Virginia.
Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Wayne has worked at 3 firms and has passed the Series 65, Series 63, Series 5 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT LLC INVESTMENT RELATED 150 West Main Street, Suite 1700, Norfolk VA 23510 INVESTMENT ADVISORY FIRM PRESIDENT SINCE NOVEMBER,1990 5 hours per month Overseeing the Firm W-A PARTNERSHIP (A FAMILY LTD PARNERSHIP) MANAGING PARTNER 7437 PINECROFT LANE, NORFOLK VA 23510 INVESTS IN STOCKS AND REAL ESTATE RELATIONSHIP BEGAN IN 1973 1 HOUR PER MONTH, NONE DURING TRADING HOURS, NO CLIENTS OF WILBANKS, SMITH & THOMAS ARE SOLICIATED TO PARTICIPATE. CURRENT VALUE IS $1,000,000. IN REAL ESTATE. LAFAYETTE ADVISOR, LLC, INVESTMENT RELATED, PRESIDENT, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, INVESTMENT ADVISOR TO COLLECTIVE INVESTMENT TRUST, ASSISTANT VICE PRESIDENT, 2013 TO PRESENT, APPROXIMATELY 1 HOURS A MONTH, 1 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS. WST INVESTMENT TRUST, INVESTMENT RELATED, PRESIDENT, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, INVESTMENT ADVISOR TO COLLECTIVE INVESTMENT TRUST, ASSISTANT VICE PRESIDENT, 2012 TO PRESENT, APPROXIMATELY 3 HOURS A MONTH, 3 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS. GUEST HOUSE HOLDINGS LLC, SUBSTANCE ABUSE FACILITY LOCATED IN OCALA FLORIDA, MEMBER, 150 WEST MAIN STREET, STE. 1400, NORFOLK, VIRGINIA 23510, INVESTMENT ADVISOR TO COLLECTIVE INVESTMENT TRUST, ASSISTANT VICE PRESIDENT, JULY 2016 TO PRESENT, APPROXIMATELY 3 HOURS A MONTH, 1 HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Wayne Freeman Wilbanks's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 13, 2024 - Present
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
Office #1: 150 West Main Street Suite 1700, Norfolk, VA 23510RIA
CRD#: 105674
Norfolk, VA
Past
November 29, 1990 - May 13, 2024
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
RIA
CRD#: 106060
NORFOLK, VA
Past
April 29, 1982 - February 7, 1985
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CH
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
CRD#: 105674 / SEC#: 801-33554
RIA
Registered Investment Advisory firm - (12/29/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(5/13/2024)
IAR
Virginia(5/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 2/28/1983
Interest Rate Options ExaminationGeneral Industry/Product Exam
Current Firm
CH
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
CRD#: 105674 / SEC#: 801-33554
RIA
Registered Investment Advisory firm - (12/29/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Superior Ave East Suite 700, Cleveland, OH 44114
Mailing Address
Phone number
(216) 621-1090
Established
Firm type
Fiscal year end
# of Employees
223
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,144 |
| AUM (Assets Under Management) | $ 24,294,182,322 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/19/2025 | ||
| 11/27/2024 | ||
| 01/10/2024 |
Red Flags
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Company Information
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CRD#: 105674Norfolk, VA 23510TRUST BUT VERIFY
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Contact information
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