Scott P. Snow
CLEARSTEAD; HARTLAND & CO.; CLEARSTEAD ADVISORY SOLUTIONS
Cleveland, OH 44114
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CRD#: 3101918
Professional summary
Scott P. Snow, CFP®, CIMA®, who also goes by Scott Snow, is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Cleveland, Ohio.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Scott has worked at 3 firms and has passed the Series 65 exam.
Biography
ABOUT OUR FIRM
Scott Snow (financial advisors) LLC is a fee-only firm, which means that clients pay us to help maximize their wealth. Our firm does not receive commissions, bonuses or incentives from other institutions for referring their services. We are a fiduciary agent for our clients. They work directly with a financial advisor who has deep technical knowledge. Questions usually are answered on the spot without the need to contact another expert. For issues arising beyond our knowledge, we have established a network of specialists in diverse disciplines, including investments, taxation and law. We sort the entire marketplace to recommend optimal, tailored solutions at the most reasonable cost. Assets are custodied at only the most reputable firms. We have the controls and structure of a large company without the high overhead. Most importantly, since we are not tied to any one institution, we can oversee a client’s entire financial situation. We effectively integrate investments with the overall wealth strategy.
MISSION AND CORE VALUES
It is our mission to maintain an intense client focus, which permits us to understand clients deeply and to serve them robustly. With relationships built upon trust, we strive to deliver highly responsive service and exceptional value. Our knowledge, skills, experience and commitment allow us to develop and implement financial plans that help clients reach goals sooner with less stress.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Business Succession Planning
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Scott Snow
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Scott P. Snow'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®
CFP®
Start date: 1998
Experience
Current
January 22, 2023 - Present
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
Office #1: 1100 Superior Ave East Suite 700, Cleveland, OH 44114RIA
CRD#: 105674
Cleveland, OH
Past
January 12, 2006 - December 31, 2022
SCOTT SNOW (FINANCIAL ADVISORS) LLC
RIA
CRD#: 121222
WESTLAKE, OH
Past
May 17, 2005 - December 31, 2005
SCOTT SNOW (FINANCIAL ADVISORS) LLC
RIA
CRD#: 121222
CLEVELAND, OH
Past
January 1, 2000 - June 6, 2005
ERNST & YOUNG INVESTMENT ADVISERS LLP
RIA
CRD#: 110921
CLEVELAND, OH
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
Louisiana(1/22/2023)
IAR
Ohio(1/24/2023)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
