Stephen Foki (CRD# 4403275) is an Investment Advisor Representative working at Morgan Stanley in Reston, VA and has over 19 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Reston, VA | Oct 2021 - Current | 2 |
| Groff Landscape Design, LLC | Arlington, VA | Jun 2021 - Sep 2021 | < 1 |
| Unemployment | Arlington, VA | Nov 2020 - May 2021 | < 1 |
| Clarion Wealth Management Partners | Fairfax, VA | Aug 2020 - Oct 2020 | < 1 |
| Education | Arlington, VA | Dec 2019 - Aug 2020 | < 1 |
| Charles Schwab & Company, Inc. | Alexandria, VA | Jun 2011 - Nov 2019 | 8 |
| Charles Schwab Bank | Alexandria, VA | Jun 2011 - Nov 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- TX
- VA
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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