Matthew R. Stack

DIVERSIFIED

Alpharetta, GA 30022-2472

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CRD#: 5583820

Professional summary

Matthew Robert Stack, CFP® is a registered financial advisor currently at DIVERSIFIED, LLC located in Alpharetta, Georgia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

CFP^®

Certified Financial Planner

Experience

Current

August 8, 2024 - Present

DIVERSIFIED, LLC

Office #1: 4400 North Point Parkway Suite 158, Alpharetta, GA 30022-2472

RIA

CRD#: 331709

Alpharetta, GA

Past

October 2, 2023 - November 4, 2024

DIVERSIFIED, LLC

RIA

CRD#: 123859

ALPHARETTA, GA

Past

July 8, 2010 - September 5, 2023

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

June 2, 2010 - September 5, 2023

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

Alpharetta, GA

Past

September 16, 2008 - June 18, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

August 29, 2008 - June 18, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIVERSIFIED, LLC

DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC

CRD#: 331709 / SEC#: 801-130728

RIA

Registered Investment Advisory firm - (8/5/2024 Approved)

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

Georgia
(8/8/2024)

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 66

Date: 9/15/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2008

General Securities Representative Examination

Current Firm

DIVERSIFIED, LLC

DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC

CRD#: 331709 / SEC#: 801-130728

RIA

Registered Investment Advisory firm - (8/5/2024 Approved)

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Contact information

Main Address

3705 Concord Pike, Wilmington, DE 19803

Mailing Address

Phone number

(302) 765-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIVERSIFIED, LLC BROCHURE (3/27/2025)

DIVERSIFIED, LLC WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	5,494
AUM (Assets Under Management)	$ 2,080,500,590

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

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Matthew R. Stack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DIVERSIFIED, LLC

SEI INVESTMENTS DISTRIBUTION CO.

SEI INVESTMENTS MANAGEMENT CORP

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

DIVERSIFIED, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2008

Current Firm

DIVERSIFIED, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFIED, LLC

TRUST BUT VERIFY

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