David James Kyle Elliott
Investment Adviser Representative at Clearstead; Clearstead Advisory Solutions
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David James Kyle Elliott is an investment adviser representative with Clearstead; Clearstead Advisory Solutions in Raleigh, NC, where they have been registered since 2024. They have worked in the securities industry since 2001 and were previously registered with Wilbanks, Smith & Thomas Asset Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina, Texas, and Virginia.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wilbanks, Smith & Thomas Asset Management LLCFeb 2001 – no end date reportedNorfolk, VA
- Clearstead Advisory SolutionsApr 2024 – no end date reportedNorfolk, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Clearstead; Clearstead Advisory Solutions
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- First $5 million1.00%
- Next $5 million0.75%
- Above $10 million0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Institutional investment advisory and private wealth management
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 66
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Cleveland, OH
- SEC file number:
- 801-33554
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Clearstead; Clearstead Advisory Solutions
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David James Kyle Elliott has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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