Stephen James Bowery

Employer firm

Clearstead; Clearstead Advisory Solutions CRD 105674

$33.9B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  1996-04-26

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Steve Bowery