Charles Stack, financial advisor West Haven CT

Charles Stack

CRD Number: 2411514
Current Firm: Royal Alliance Associates, Inc.

Charles Stack (CRD# 2411514) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in West Haven, CT and has over 13 years of experience in the finance industry.

Similar Advisors
Charles Green, financial advisor West Haven CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Debra Abbott-Walker, financial advisor West Haven CT
Debra A. Abbott-Walker
CRD# 5911611
Equitable Advisors, LLC
Similar Advisors
Yaldez Abdel Samed, financial advisor West Haven CT
Yaldez Abdel Samed
CRD# 5623606
Citizens Investment Services
Company Name Location Dates Years
Royal Alliance West Haven, CT Oct 2017 - Current 4
Savin Rock Tax & Fin. Serv West Haven, CT Jan 1989 - Current 32
National Planning Corporation West Haven, CT Nov 2007 - Oct 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Charles M. Stack
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CT
  • NJ
By the Numbers
  • Total Assets Under Management
    20,655
    MILLIONS
  • Total Number of Accounts
    89,747
    ACCOUNTS
  • Average Account Value
    $230,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.