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Philip A Pike

Stoever Glass Wealth Management, Inc.

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About Philip A Pike

Philip Pike is a financial advisor with over 10 years of experience in the industry. Philip is registered with Stoever Glass Wealth Management, Inc. and has a Series 7, Series 66, and SIE license. Philip has a proven track record of helping clients achieve their financial goals and is committed to providing personalized advice and exceptional customer service. Philip specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and families. Philip is committed to helping clients achieve their financial goals and is dedicated to providing personalized advice and exceptional customer service.

Firm Information

Philip Pike 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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Philip Pike’s Registration & Firm History

FL

08/23/2017 - Present

Stoever Glass Wealth Management, Inc. (boca raton FL)

FL

09/24/2009 - 08/07/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 10/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Philip A Pike. Review regulatory record here.
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