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Russell Stoever

Crews & Associates, INC.
50 Years of Experience
New York, NY
7 DisclosuresBroker
View SEC Summary
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Russell Stoever is a registered investment advisor at Crews & Associates, INC., based in New York, NY, with 50 years of industry experience. Russell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 336 clients with $180M in assets under management.

Crews & Associates, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
34 advisors
Number of Clients
336 clients
Average Client Portfolio
$539K average
Assets Under Management
$181.1M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.25%

Fees are negotiable for accounts over $2,000,001. When an Outside Manager is used, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

369 Lexington Avenue, 21st Floor, New York, NY, 10016

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2000
Settled
Customer Dispute
June 1998
Settled
Customer Dispute
August 1997
Settled
Customer Dispute
April 1997
Settled
Customer Dispute
February 1997
Settled
Customer Dispute
January 1997
Settled
Customer Dispute
September 1996
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Russell is a director at Tridan Corp., an investment company, since 1995. He spends minimal time each quarter determining investment approaches.

Employment History
Current Registrations
Crews & Associates, INC.
January 2025 - Present · 1 yr 9 mos
Crews & Associates, INC.
January 2025 - Present · 1 yr 9 mos
Crews & Associates, INC.Broker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Stoever Glass Wealth Management, INC.
April 2018 - January 2025 · 6 yrs 9 mos
Stoever, Glass & Company INC.Broker
February 1976 - January 2025 · 48 yrs 11 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAHIIAILKSKYLAMAMDMEMOMSNCNHNJNMNVNYOHORPARITXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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