Reed P. Foster

STAG ROCK LLC

Virginia Beach, VA

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CRD#: 6556473

Professional summary

Reed Pettit Foster is a registered financial advisor currently at STAG ROCK LLC located in Virginia Beach, Virginia.

Reed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Reed has worked at 3 firms and has passed the SIE, Series 7 and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Reed Foster is an Airline Pilot for FedEx Express. He spends roughly 80 hours a month on this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed Pettit Foster's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 11, 2019 - Present

STAG ROCK LLC

RIA

CRD#: 300202

Virginia Beach, VA

Past

August 5, 2017 - August 1, 2018

MOELIS & COMPANY LLC

CRD#: 145115

NEW YORK, NY

Past

September 16, 2015 - April 18, 2017

PALLADIUM REGISTERED INVESTMENT ADVISORS

RIA

CRD#: 145076

NORFOLK, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/11/2019)

IAR

Virginia
(2/1/2019)

IAR

Washington
(3/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 8/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/2017

General Securities Representative Examination

General Industry/Product Exam

Series 79

Date: 8/5/2017

Investment Banking Registered Representative Examination

Current Firm

STAG ROCK LLC

FIC | STAG ROCK LLC | FOSTER INVESTMENT COMPANY LLC

CRD#: 300202 / SEC#:

Texas

Registered Investment Advisory firm - (1/7/2019 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/3/2019 Approved)

Washington

Registered Investment Advisory firm - (3/30/2021 Approved)

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Contact information

Main Address

Virginia Beach, VA

Mailing Address

1340 N Great Neck Rd Suite 1272 Pmb 143, Virginia Beach, VA 23454

Phone number

(757) 769-1919

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 11,239,208

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Reed P. Foster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed Pettit Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

STAG ROCK LLC

MOELIS & COMPANY LLC

PALLADIUM REGISTERED INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

SIE

Date: 8/1/2018

Series 7

Date: 8/12/2017

Series 79

Date: 8/5/2017

Current Firm

STAG ROCK LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STAG ROCK LLC

TRUST BUT VERIFY

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