Robert Stack, financial advisor San Diego CA

Robert Stack

CRD Number: 3085967
Current Firm: Stack Asset Management

Robert Stack (CRD# 3085967) is an Investment Advisor Representative working at Stack Asset Management in San Diego, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Stack And Associates San Diego, CA Jul 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Robert L. Stack
Phone Number: 619-231-3150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $355,246
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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