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Stephen Hagan

30 Years of Experience
Wilmington, DE

Stephen Hagan is a registered investment advisor at Ih2 Advisors & Company, based in Wilmington, DE, with 30 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $110M in assets under management.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$105.0M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

112 South French Street, Wilmington, DE, 19801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ih2 Advisors & Company
July 2025 - Present · 10 mos
Previous Registrations
Ih2 Advisors & Company
May 2023 - May 2025 · 2 yrs
Bny Mellon Securities Corporation
July 2015 - March 2023 · 7 yrs 8 mos
Bny Mellon Securities CorporationBroker
July 2015 - March 2023 · 7 yrs 8 mos
Citigroup Global Markets INC.
April 2006 - July 2015 · 9 yrs 3 mos
Citigroup Global Markets INC.Broker
June 1995 - July 2015 · 20 yrs 1 mo
State Registrations1 state
DE
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.