Robert L. Stack

STACK ASSET MANAGEMENT

San Diego, CA 92108

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CRD#: 3085967

Professional summary

Robert Louis Stack is a registered financial advisor currently at STACK ASSET MANAGEMENT located in San Diego, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 1 firm and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

#1 STACK AND ASSOCIATES (NOT INVESTMENT RELATED) 10393 SAN DIEGO MISSION ROAD, SUITE 110 SAN DIEGO, CA 92108 OWNER OF ACCOUNTING AND TAX SERVICES FIRM SINCE 1998 - 75% OF TIME PROJECTED 25% INVESTMENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Louis Stack's 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 19, 2018 - Present

STACK ASSET MANAGEMENT

Office #1: 10393 San Diego Mission Road Suite 110, San Diego, CA 92108

RIA

CRD#: 151247

San Diego, CA

Past

October 30, 2009 - December 31, 2017

STACK ASSET MANAGEMENT

RIA

CRD#: 151247

BONITA, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/19/2018)

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

IAR

Series 65

Date: 7/23/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/1998

Uniform Securities Agent State Law Examination

Current Firm

STACK ASSET MANAGEMENT

STACK ASSET MANAGEMENT | STACK ASSET MANAGEMENT INC.

CRD#: 151247 / SEC#:

California

Registered Investment Advisory firm - (1/19/2018 Approved)

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Contact information

Main Address

10393 San Diego Mission Road Suite 110, San Diego, CA 92108

Mailing Address

Phone number

(619) 231-3150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 18,666,315

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert L. Stack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Louis Stack's CRS (Customer Relationship Summary).

Certified licenses

Experience

STACK ASSET MANAGEMENT

STACK ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2009

Series 63

Date: 10/20/1998

Current Firm

STACK ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STACK ASSET MANAGEMENT

TRUST BUT VERIFY

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