Steven SapirsteinCRD Number: 2014526
Current Firm: Stoever Glass Wealth Management, Inc.
Steven Sapirstein (CRD# 2014526) is an Investment Advisor Representative working at Stoever Glass Wealth Management, Inc. in New York, NY and has over 27 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Stoever Glass Insurance Agency||Boca Raton, FL||Dec 2016 - Current||1|
|Stoever Glass & Co,. Inc.||Boca Raton, FL||Sep 2016 - Current||1|
|Stoever Glass Wealth Management, Inc.||Boca Raton, FL||Sep 2016 - Current||1|
|Janney Montgomery Scott LLC||Boca Raton, FL||Jul 2013 - Sep 2016||3|
|Raymond James & Associates||Boca Raton, FL||Jan 2012 - Jul 2013||1|
|Morgan Stanley Smith Barney||Boca Raton, FL||Jun 2009 - Jan 2012||2|
|Citigroup Global Markets Inc.||Boca Raton, FL||Aug 1999 - Jun 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1990|
|S65||NASAA Investment Advisors Law Examination||Feb 1996|
Total Assets Under Management42MILLIONS
Total Number of Accounts121ACCOUNTS
Average Account Value$348,846
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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