NEWS // Operations Notice

Stephen A. Clagett

Vice President, Branch Manager


Stephen joined the group in 2007. Since joining, Stephen has earned his Series 7, 66, 9, 10 and the role as branch manager. As branch manager, he oversees compliance of both operations and portfolio management. Additionally, Stephen helps with the organization, design and creation of the group’s Market Mover newsletter,, as well as other marketing materials. Stephen graduated from the University of Maryland in 2010 with a bachelor’s degree in economics. Outside the office, Stephen is a technology and car enthusiast who enjoys keeping an active, outdoors, lifestyle while spending time with his family and friends.

FINRA’s BrokerCheck | 2B Supplement


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