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Julie Marie Stoever

Investment adviser representative at Crews & Associates, Inc.
11 yearsExperience
2 statesRegistered in
$181.1MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Crews & Associates, Inc.Jan 2025 to now
  2. Stoever Glass & Co IncAug 2023 to Jan 2025
  3. HomemakerJan 2023 to Aug 2023
  4. Johns Hopkins University School of Advanced International StudieAug 2018 to Jan 2023
  5. World Economic ForumNov 2015 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (AR, NJ).

Crews & Associates, Inc.

$181.1MAssets managed
336Clients
34Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7803916
Firm CRD
8052
Advisor's SEC record (opens in a new tab)
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