Ronald Stack
Ronald Stack is a registered investment advisor at Cobblestone Asset Management, based in Richmond, VA, with 33 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 432 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
9011 Arboretum Parkway, Suite 180, Richmond, VA, 23236
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2004Customer Dispute
March 2004Other Business Activities
Ronald is an agent/representative for Cobblestone Asset Management, a DBA for investment and retirement planning, spending about a quarter of his time there. He also holds an officer/director position at Stack Financial Group for tax purposes, dedicating minimal time to it.
Employment History
Current Registrations
Cobblestone Asset Management
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Benefitscorp Equities, INC.Broker
Securities Service Network, INC.Broker
The Great-West Life Assurance CompanyBroker
Washington Square Securities, INC.Broker
Investors Security Company, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.