Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
37yrs
Paul Stack
Financial advisor at Steward Partners Investment Advisory
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience nationwide
Office400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- May 2026 – nowSteward Partners Investment Advisory, LLCCurrent firm
- 2021 – 2026Ameriprise Financial Services, LLCPreviously
Questions to ask Paul
Tailored to Paul’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Paul
How do I contact Paul?
Call Steward Partners Investment Advisory at 866-694-7769 and ask for Paul Stack. Paul works from the Stamford, CT office.
How long has Paul been a financial advisor?
Paul has been in the industry since 1989, about 37 years. Top 6% by experience nationwide.
What licenses does Paul hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paul paid?
Steward Partners Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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