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Lee Anne Foster

Stoever Glass Wealth Management, Inc.

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About Lee Anne Foster

Lee Anne Foster is an investment advisor representative who has been in the industry since 1995. Lee Anne is currently registered with Stoever Glass Wealth Management, Inc. and has been with the firm since 2019. Lee Anne has a strong track record of providing financial advice to individuals, families, and businesses. Previously, Lee Anne worked at Dean Witter Reynolds Inc. from 1995 to 2000. Lee Anne is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. She holds Series 7, 31, 63 and 65 licenses.

Firm Information

Lee Foster is currently registered with Stoever Glass Wealth Management, Inc.. Stoever Glass Wealth Management, Inc. is a wealth management firm headquartered in New York, NY. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm manages approximately $247.88 million in assets for 799 clients.
Stoever Glass Wealth Management, Inc.

30 WALL STREET, 7TH FLOOR

NEW YORK, NY 10005

$247.88M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lee Foster’s Registration & Firm History

NY

07/11/2019 - Present

Stoever Glass Wealth Management, Inc. (NEW YORK NY)

NY

08/16/1995 - 11/20/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 04/06/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 08/15/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lee Anne Foster.
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