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Paul Aaron Ferwerda

Investment Adviser Representative at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Norfolk, VACRD #1699772Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paul Aaron Ferwerda has worked in the securities industry since 1988. They are registered to provide investment advisory services in Virginia.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/2/1990
Series 63
Uniform Securities Agent State Law Examination
Passed 4/7/1988
Series 2
Non-Member General Securities Examination
Passed 11/25/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $5 million1.00%
Next $5 million0.75%
Above $10 million0.50%
Source

Clearstead; Clearstead Advisory Solutions Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONSCurrent
4/25/2024Norfolk, VA
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
4/7/20164/25/2024Manakin Sabot, VA
THOMPSON SIEGEL & WALMSLEY LLC
7/23/198710/2/2015Richmond, VA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Aaron Ferwerda 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.

Paul Aaron Ferwerda - Financial Advisor in Norfolk, VA | AdvisorFinder