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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Stoever Glass Wealth Management, Inc. 6 months, 4 weeks Sep 2016 - Present
Janney Montgomery Scott LLC 3 years, 2 months Jul 2013 - Sep 2016
Raymond James & Associates 1 year, 6 months Jan 2012 - Jul 2013
Morgan Stanley Smith Barney 2 years, 7 months Jun 2009 - Jan 2012
Citigroup Global Markets Inc. 9 years, 10 months Aug 1999 - Jun 2009
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Steven Charles Sapirstein?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 21, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 21, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Stoever Glass Wealth Management, Inc.

Last updated on Sept. 23, 2016
    • $25.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 55
      Accounts
    • $462.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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