Robert W. Stark

WATCH GUARD CAPITAL LLC

Copley, OH

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CRD#: 5851138

Professional summary

Robert William 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bobby Stark | Robert William Stark

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Stark'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

July 11, 2025 - Present

WATCH GUARD CAPITAL LLC

RIA

CRD#: 284719

Copley, OH

Past

October 17, 2023 - June 16, 2025

ALLWORTH FINANCIAL, L.P.

RIA

CRD#: 111167

Copley, OH

Past

October 17, 2023 - June 16, 2025

AW SECURITIES

CRD#: 103747

FOLSOM, CA

Past

May 20, 2020 - October 6, 2023

AFFINITY FINANCIAL ADVISORS

RIA

CRD#: 114412

COPLEY, OH

Past

October 23, 2018 - March 31, 2022

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

AKRON, OH

Past

October 23, 2018 - March 31, 2022

CETERA WEALTH SERVICES, LLC

CRD#: 13572

AKRON, OH

Past

September 8, 2016 - December 3, 2018

WATCH GUARD CAPITAL LLC

RIA

CRD#: 284719

Akron, OH

Past

March 9, 2012 - April 4, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

RICHFIELD, OH

Past

October 26, 2011 - April 4, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

RICHFIELD, OH

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

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

State Security Law Exam

IAR

Series 66

Date: 3/8/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/25/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/9/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/26/2013

General Securities Sales Supervisor - Options Module Examination

Current Firm

WATCH GUARD CAPITAL LLC

CRD#: 284719 / SEC#:

Arizona

Registered Investment Advisory firm - (8/19/2016 Approved)

California

Registered Investment Advisory firm - (5/31/2023 Approved)

Ohio

Registered Investment Advisory firm - (9/8/2016 Approved)

Texas

Registered Investment Advisory firm - (7/30/2025 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (8/15/2024 Approved)

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

6710 N Scottsdale Rd Suite 100, Scottsdale, AZ 85253

Phone number

(602) 456-0186

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	327
AUM (Assets Under Management)	$ 55,404,559

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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Firm Stability Insights

Robert W. Stark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALLWORTH FINANCIAL, L.P.

AW SECURITIES

AFFINITY FINANCIAL ADVISORS

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WATCH GUARD CAPITAL LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/8/2012

SIE

Date: 4/4/2016

Series 7

Date: 10/25/2011

Series 10

Date: 6/9/2014

Series 9

Date: 9/26/2013

Current Firm

WATCH GUARD CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WATCH GUARD CAPITAL LLC

TRUST BUT VERIFY

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