Julie M. Stoever

CREWS & ASSOCIATES

New York, NY 10016

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CRD#: 7803916

Professional summary

Julie Marie Stoever is a registered financial professional currently at CREWS & ASSOCIATES, INC. located in New York, New York.

Julie is registered as a RR (Registered Representative) and started their career in finance in 2023. Julie has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Julie Marie Stoever's CRS (Customer Relationship Summary).

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 24, 2025 - Present

CREWS & ASSOCIATES, INC.

Office #1: 369 Lexington Avenue 21st Floor, New York, NY 10016

RIA

CRD#: 8052

New York, NY

Past

November 2, 2023 - January 27, 2025

STOEVER, GLASS & COMPANY INC.

CRD#: 7031

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREWS & ASSOCIATES, INC.

CREWS | FIRST SECURITY CREWS | CREWS & ASSOCIATES, INC.

CRD#: 8052 / SEC#: 801-128827, 8-24075

RIA

Registered Investment Advisory firm - SEC (10/10/2023 Approved)

Arkansas

Registered Investment Advisory firm - SEC (8/24/2006 Approved)

California

Registered Investment Advisory firm - SEC (3/24/2021 Approved)

Louisiana

Registered Investment Advisory firm - SEC (2/14/2019 Approved)

Oklahoma

Registered Investment Advisory firm - SEC (4/13/2022 Terminated)

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/24/2025)

Arizona
(1/24/2025)

Arkansas
(1/24/2025)

California
(1/24/2025)

Colorado
(1/24/2025)

Connecticut
(1/24/2025)

Delaware
(1/24/2025)

District of Columbia
(1/24/2025)

Florida
(1/24/2025)

Georgia
(1/24/2025)

Hawaii
(1/24/2025)

Idaho
(1/24/2025)

Illinois
(1/24/2025)

Indiana
(1/24/2025)

Iowa
(1/24/2025)

Kansas
(1/24/2025)

Kentucky
(1/24/2025)

Louisiana
(1/24/2025)

Maine
(1/24/2025)

Maryland
(1/24/2025)

Massachusetts
(1/24/2025)

Minnesota
(1/24/2025)

Mississippi
(1/24/2025)

Missouri
(1/24/2025)

Nebraska
(1/24/2025)

Nevada
(1/24/2025)

New Hampshire
(2/27/2025)

New Jersey
(1/24/2025)

New Mexico
(1/24/2025)

New York
(1/24/2025)

North Carolina
(1/24/2025)

Ohio
(1/24/2025)

Oregon
(1/24/2025)

Pennsylvania
(1/24/2025)

Rhode Island
(1/24/2025)

South Carolina
(1/24/2025)

Tennessee
(1/24/2025)

Texas
(1/24/2025)

Utah
(1/24/2025)

Vermont
(1/24/2025)

Virginia
(1/24/2025)

Washington
(1/24/2025)

West Virginia
(1/24/2025)

Wisconsin
(1/24/2025)

Wyoming
(1/24/2025)

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

State Security Law Exam

Series 63

Date: 12/14/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/7/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CREWS & ASSOCIATES, INC.

CREWS | FIRST SECURITY CREWS | CREWS & ASSOCIATES, INC.

CRD#: 8052 / SEC#: 801-128827, 8-24075

RIA

Registered Investment Advisory firm - SEC (10/10/2023 Approved)

Arkansas

Registered Investment Advisory firm - SEC (8/24/2006 Approved)

California

Registered Investment Advisory firm - SEC (3/24/2021 Approved)

Louisiana

Registered Investment Advisory firm - SEC (2/14/2019 Approved)

Oklahoma

Registered Investment Advisory firm - SEC (4/13/2022 Terminated)

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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Contact information

Main Address

521 President Clinton Avenue Suite 800, Little Rock, AR 72201

Mailing Address

P.o. Box 1696, Little Rock, AR 72203-1696

Phone number

(501) 907-2000

Established

Arkansas since 07/06/1979

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

130

SEC notice filing (18 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CREWS & ASSOCIATES, INC. 2025 (5/7/2025)

Direct owners and executive officers

Name	Position	CRD#
CREWS CORE HOLDING COMPANY	OWNER
BEARDSLEY, SCOTT ARTHUR	SECRETARY OF THE BOARD	2349866
BUMPERS, JOSEPH PARROTT	CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER	4336359
CLAY, DENNIS CHARLES	CHIEF EXECUTIVE OFFICER, DIRECTOR, EXECUTIVE COMMITTEE	1233857
JONES, JAMES STEPHEN	PRESIDENT, DIRECTOR	502536
MEYER, DAMON CHRISTIAN	CHIEF COMPLIANCE OFFICER	4133916

Regulatory assets under management

Total Number of Accounts	336
AUM (Assets Under Management)	$ 149,386,233

Disclosures

Regulatory Event	15
Arbitration	1

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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Firm Stability Insights

Julie M. Stoever

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Julie Marie Stoever's CRS (Customer Relationship Summary).

Certified licenses

Experience

STOEVER, GLASS & COMPANY INC.

Primary Firm SEC Registration

CREWS & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/14/2023

Series 7TO

Date: 11/2/2023

SIE

Date: 6/7/2023

FINRA

Current Firm

CREWS & ASSOCIATES, INC.

Contact information

SEC notice filing (18 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CREWS & ASSOCIATES, INC.

TRUST BUT VERIFY

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