Advisor at Cobblestone Asset Management
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Firm
Cobblestone Asset Management
Location
Richmond, VA 23236
Credentials
Series 63, Series 65
Industry experience
33 years
Ronald Stack is a financial advisor at Cobblestone Asset Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Independent Financial Group and National Planning Corporation. He has been associated with Cobblestone Asset Management since 2007 and operates Stack Financial Group for tax purposes. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment strategies that include ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers a platform used by third-party advisors alongside its own advisory services.
Based on Cobblestone Asset Management
Based on Cobblestone Asset Management
Up to 2.0% annually
Commissions are accepted by some representatives for sale of investment products, but not the primary compensation for advisory services.
9011 Arboretum Parkway, Suite 180
Richmond, VA 23236
Texas · Virginia
Independent Financial Group
2017 - Present (9 years)
National Planning Corporation
2011 - 2017 (6 years)
Cobblestone Asset Management LLC
2007 - Present (19 years)
Stack Financial Group
1992 - Present (34 years)
Stack Financial Group
1990 - Present (36 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Moseley, VA
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Series 63, Series 66
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Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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