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Matthew Alan Shannon

Executive Managing Director, IcsClearstead Advisors, LLCCRD 3188620

About Matthew Alan Shannon

Matthew Alan Shannon is listed as Executive Managing Director, Ics at Clearstead Advisors, LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Clearstead Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Alan Shannon work?

Matthew Alan Shannon is listed as Executive Managing Director, Ics at Clearstead Advisors, LLC on SEC Form ADV.

How much of Clearstead Advisors, LLC does Matthew Alan Shannon own?

Form ADV reports a beneficial ownership band of Under 5%.

Clearstead Advisors, LLC

TitleExecutive Managing Director, Ics
OwnershipUnder 5%
Control personYes
Since2025