Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Hunt Valley
38yrs
David Stack has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Hunt Valley, Maryland. David has been with UBS Financial Services since 2010; before that, David spent six years at Merrill and seven years at Morgan Stanley DW. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 646 advisors with offices in Hunt Valley, and one of 609 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 5% by experience in Maryland
Office307 International Circle Suite 440, Hunt Valley, MD 21030
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowUBS Financial Services Inc.Current firm
- 2004 – 2010MerrillPreviously
- 1998 – 2004Morgan Stanley DW Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call UBS Financial Services at (201) 352-3000 and ask for David Stack. David works from the Hunt Valley, MD office.
How long has David been a financial advisor?
David has been in the industry since 1988, about 38 years. Top 5% by experience in Maryland.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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