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Robert Stark

WATCH GUARD CAPITAL
Copley, OH
·CRD# 5851138·15 years experience

Professional Summary

Robert Stark, who also goes by Bobby Stark, Robert William Stark, is a registered financial advisor currently at WATCH GUARD CAPITAL LLC located in Copley, Ohio. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bobby Stark, Robert William Stark

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

WATCH GUARD CAPITAL LLC·CRD# 284719
RIA
Copley, OH
July 11, 2025 - Present
ALLWORTH FINANCIAL, L.P.·CRD# 111167
RIA
Copley, OH
October 17, 2023 - June 16, 2025
AW SECURITIES·CRD# 103747
BD
Folsom, CA
October 17, 2023 - June 16, 2025
AFFINITY FINANCIAL ADVISORS·CRD# 114412
RIA
Copley, OH
May 20, 2020 - October 6, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Akron, OH
October 23, 2018 - March 31, 2022
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Akron, OH
October 23, 2018 - March 31, 2022
WATCH GUARD CAPITAL LLC·CRD# 284719
RIA
Akron, OH
September 8, 2016 - December 3, 2018
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Richfield, OH
March 9, 2012 - April 4, 2016
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Richfield, OH
October 26, 2011 - April 4, 2016

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Current Firm

WG
WATCH GUARD CAPITAL LLC

WATCH GUARD CAPITAL LLC

CRD#: 284719
Arizona
Registered Investment Advisory firm - Arizona (8/19/2016 Approved)
California
Registered Investment Advisory firm - California (5/31/2023 Approved)
Ohio
Registered Investment Advisory firm - Ohio (9/8/2016 Approved)
Texas
Registered Investment Advisory firm - Texas (7/30/2025 Conditional Restricted)
Virginia
Registered Investment Advisory firm - Virginia (8/15/2024 Approved)

Contact Information

Main Address

Scottsdale, AZ

Mailing Address

6929 N Hayden Rd Ste C4-206, Scottsdale, AZ 85250

Phone Number

(602) 456-0186

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

407

AUM (Assets Under Management)

$80,748,615

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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) NAME OF OTHER BUSINESS: JAMES PHILLIPS PA DBA PHILLIPS FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2018 POSITION/TITLE/RELATIONSHIP: ASSOCIATE, CHIEF OPERATING OFFICER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
(2) NAME OF OTHER BUSINESS: R W STARK CONSULTING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TECHNOLOGY CONSULTING START DATE: 07/2018 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: OWNER - PROVIDE CONSULTATION SERVICES

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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.
IAR
Arizona
(7/31/2025)
IAR
California
(7/11/2025)
IAR
Ohio
(7/11/2025)
IAR
Texas
(7/30/2025)
IAR
Virginia
(7/14/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2011About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jun 2014About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Sep 2013About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

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

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