Stephen J. Bowery

CLEARSTEAD; HARTLAND & CO.; CLEARSTEAD ADVISORY SOLUTIONS

Norfolk, VA 23510

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CRD#: 1893325

Professional summary

Stephen James Bowery, CFA, CFP®, who also goes by Steve Bowery, is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Norfolk, Virginia.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Stephen has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Bowery

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Bowery's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

May 2, 2024 - Present

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Office #1: 150 West Main Street Suite 1700, Norfolk, VA 23510

RIA

CRD#: 105674

Norfolk, VA

Past

February 20, 2020 - May 2, 2024

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

RIA

CRD#: 106060

Roanoke, VA

Past

May 26, 2009 - February 18, 2020

VIRGINIA CAPITAL STRATEGIES

RIA

CRD#: 150308

ROANOKE, VA

Past

July 3, 2001 - May 26, 2009

VIRGINIA CAPITAL STRATEGIES LLC

RIA

CRD#: 113220

ROANOKE, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

CRD#: 105674 / SEC#: 801-33554

RIA

Registered Investment Advisory firm - (12/29/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(5/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/26/1996

Uniform Investment Adviser Law Examination

Current Firm

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

CRD#: 105674 / SEC#: 801-33554

RIA

Registered Investment Advisory firm - (12/29/1988 Approved)

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Contact information

Main Address

1100 Superior Ave East Suite 700, Cleveland, OH 44114

Mailing Address

Phone number

(216) 621-1090

Established

Firm type

Fiscal year end

# of Employees

223

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEARSTEAD FORM ADV PART 2A - PRIVATE CLIENT - 3-21-2025 (3/21/2025)

ADV PART 2A - CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS LLC - 3-21-2025 (3/21/2025)

CLEARSTEAD FORM ADV PART 2A - INSTITUTIONAL CLIENT - 3-21-2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	12,144
AUM (Assets Under Management)	$ 24,294,182,322

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/19/2025	Cover Page	Report
11/27/2024	Cover Page	Report
01/10/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen J. Bowery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Bowery's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

VIRGINIA CAPITAL STRATEGIES

VIRGINIA CAPITAL STRATEGIES LLC

Primary Firm SEC Registration

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/1996

Current Firm

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

TRUST BUT VERIFY

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