Philip Pike, financial advisor Boca Raton FL

Philip Pike

CRD Number: 5695273
Current Firm: Stoever Glass Wealth Management, Inc.

Philip Pike (CRD# 5695273) is an Investment Advisor Representative working at Stoever Glass Wealth Management, Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Stoever Glass Insurance Agency Boca Raton, FL Aug 2017 - Current 6
Stoever Glass Wealth Mgmt Boca Raton, FL Aug 2017 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton, FL Jul 2009 - Aug 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Philip A. Pike
Phone Number: 212-952-1910
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    243
    MILLIONS
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $324,817
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI, WY

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