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Reed Pettit Foster

Stag Rock LLC

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About Reed Pettit Foster

Reed Foster is a registered Investment Advisor Representative with Stag Rock LLC in Virginia Beach, Virginia. Reed has been in the securities industry since 2017. He is a Chartered Financial Analyst and holds the Series 7, Series 79, and SIE licenses. Prior to joining Stag Rock LLC, Reed worked as an investment banker at Moelis & Company LLC.

Firm Information

Reed Foster is currently registered with Stag Rock LLC. Stag Rock LLC is an investment advisor with 1 investment advisor representative. They manage approximately $11,239,208 in assets for 52 clients, primarily high-net-worth individuals and other individuals. The firm provides portfolio management for individuals.

$11.24M

Assets Under Management

Not reported

Total Clients

1

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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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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Reed Foster’s Registration & Firm History

VA

03/30/2021 - Present

Stag Rock LLC (VIRGINIA BEACH VA)

NY

08/05/2017 - 08/01/2018

MOELIS & COMPANY LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/05/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reed Pettit Foster.
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