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Advisors / Virginia / Richmond
37yrs

Ronald Stack

Financial advisor at Cobblestone Asset Management

Based in Richmond, Virginia, Ronald Stack is a fiduciary financial advisor with 37 years of industry experience. Ronald has been with Cobblestone Asset Management since 2023; before that, Ronald spent six years at National Planning and 14 years at Voya Financial Advisors. Cobblestone Asset Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.

One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.

Richmond, VA 23235Top 7% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience37 years (since 1990)
How that compares ?Top 7% by experience nationwide
Office11449 Robious Road, Richmond, VA 23235
How the firm is paid ?Percent of assets
Typical client at the firm ?$586,493
Advisors at the firm4
States licensed ?2 states

Services through Cobblestone Asset Management

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
  2. 2011 – 2017
    National Planning CorporationPreviously
  3. 1997 – 2011

Questions to ask Ronald

Tailored to Ronald’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ronald

How do I contact Ronald?

Call Cobblestone Asset Management at (804) 272-8272 and ask for Ronald Stack. Ronald works from the Richmond, VA office.

How long has Ronald been a financial advisor?

Ronald has been in the industry since 1990, about 37 years. Top 7% by experience nationwide.

What licenses does Ronald hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ronald a fiduciary?

Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ronald paid?

Cobblestone Asset Management reports being paid by a percentage of the assets they manage. Ask Ronald 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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