Nancy Cook

from Clearstead; Hartland & Co., LLC
SEC regulated
Regulated Investment Advisor
Nancy Cook is a financial advisor based in Ohio, Cleveland, with 15 years of experience. Nancy currently works for Clearstead; Hartland & Co., LLC. Nancy maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Nancy Cook works at Clearstead; Hartland & Co., LLC
Clearstead; Hartland & Co., LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $6,789,154,187 of assets under management and employs about 126 people. Clearstead; Hartland & Co., LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and a percentage of assets under advisement or flat fee.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and a percentage of assets under advisement or flat fee
Office location
1100 Superior Ave East, Suite 700, Cleveland, Ohio, 44114

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