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Stephen James Bowery

Clearstead; Clearstead Advisory Solutions

Norfolk, VA

Cleveland, OH

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-05-02
  • VA RA
    APPROVED
    Since 2024-05-02

Branch Locations

150 West Main Street Suite 1700, Norfolk, VA 23510 • United States

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Virginia Capital Strategies Roanoke VA 05/2001 01/2020
Wilbanks Smith And Thomas Asset Management Norfolk VA 01/2020 04/2024
Clearstead Advisory Solutions Norfolk VA 04/2024 Present
  • 05/2001 → 01/2020
    Virginia Capital Strategies
    Roanoke, VA
  • 01/2020 → 04/2024
    Wilbanks Smith And Thomas Asset Management
    Norfolk, VA
  • 04/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
  • 2020-02-20 → 2024-05-02
    Wilbanks, Smith & Thomas Asset Management, Llc
    Norfolk, VA
    Roanoke, VA
  • 2009-05-26 → 2020-02-18
    Virginia Capital Strategies
    Roanoke, VA
  • 2001-07-03 → 2009-05-26
    Virginia Capital Strategies Llc
    Roanoke, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-26
  • S65 Uniform Investment Adviser Law Examination
    1996-04-26
Designations
Other Names
  • Steve Bowery

View on SEC IAPD

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DAVENPORT & COMPANY LLC
FIRST COMMAND ADVISORY SERVICES
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.

Other Investors

HEINZ GARNER KOCH
JEFFREY SAMUEL MILLER
RALPH MARK COURAGE
WEYMAN GONG
CARTER BRANHAM SNOW FURR
SEAN STEPHEN MEEHAN
ROSE MILLER BENNETCH
B. WISTAR MORRIS

Other Offices

COURAGE MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
COURAGE KORVING MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA
DAVENPORT & COMPANY LLC · NORFOLK, VA
FIRST COMMAND ADVISORY SERVICES · Norfolk, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA

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