Eileen M Burkhart
AIF®, CFP®Professional Summary
Eileen M Burkhart, AIF®, CFP®, who also goes by Eileen Marie Burkhart, is a registered financial advisor currently at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS located in Cleveland, Ohio and RAYMOND JAMES & ASSOCIATES, INC. located in Beachwood, Ohio. Eileen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Eileen has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 7,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Eileen Marie Burkhart
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
37 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
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; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
Contact Information
Main Address
1100 Superior Ave East Suite 700, Cleveland, OH 44114Phone Number
(216) 621-1090# of Employees
280SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
14,707AUM (Assets Under Management)
$33,880,026,978Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2026 | Cover Page | Report |
| 11/19/2025 | Cover Page | Report |
| 11/27/2024 | Cover Page | Report |
| 01/10/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
State Registrations and Notice Filings
(1/19/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Eileen M Burkhart's CRS (Customer Relationship Summary).
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