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Stephen M Hagan

Investment adviser representative at Ih2 Advisors & Company
11 yearsExperience
1 stateRegistered in
$265.3MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Experience

11 years in the industry.

  1. Ih2 Advisors & CompanyJan 2023 to now
  2. Bank of New York MellonJun 2015 to Mar 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 1 state (DE).

Ih2 Advisors & Company

$265.3MAssets managed
3Clients
3Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2434067
Firm CRD
325788
Advisor's SEC record (opens in a new tab)
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