LPL Financial
47yrs
Top advisor by experience in San Diego
28yrs
Based in San Diego, California, Robert Stack is a fiduciary financial advisor with 28 years of industry experience. Robert has been with Stack Asset Management since 2025. Stack Asset Management offers investment management and is paid through a percentage of assets.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office10393 San Diego Mission Road Suite 110, San Diego, CA 92108
How the firm is paid ?Percent of assets
Typical client at the firm ?$688,377
Advisors at the firm2
States licensed ?1 state
Services through Stack Asset Management
Investment management for individuals and small businesses
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
- Jan 2025 – nowStack Asset ManagementCurrent firm
- 2009 – 2017Stack Asset ManagementPreviously
Contact Robert
(619) 231-3150Stack Asset Management main office 10393 San Diego Mission Road Suite 110San Diego, CA 92108Office · Get directions Firm websiteHTTP://WWW.STACKASSET.COM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Robert
How do I contact Robert?
Call Stack Asset Management at (619) 231-3150 and ask for Robert Stack. Robert works from the San Diego, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Stack Asset Management reports being paid by a percentage of the assets they manage. Ask Robert 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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