Ameriprise Financial Services
41yrs
Top advisor by experience in Lewes
21yrs
Megan Stack
Financial advisor at Corecap Advisors
Megan Stack has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Lewes, Delaware. After a year at Strategic Advisers and seven years at Fidelity Personal and Workplace Advisors, Megan joined Corecap Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Corecap Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 55 advisors with offices in Lewes, and one of 52 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 73% of advisors at Corecap Advisors
Office1520 Savannah Rd #2, Lewes, DE 19958
FirmCorecap Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$412,164
Advisors at the firm117
States licensed ?2 states
Services through Corecap Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational 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
- Sep 2026 – nowCorecap AdvisorsCurrent firm
- Mar 2025 – May 2026Strategic Advisers LLCPreviously
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2010 – 2018Strategic Advisers LLCPreviously
Questions to ask Megan
Tailored to Megan’s registration and firm.
- 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 Megan
How do I contact Megan?
Call Corecap Advisors at 888-296-3360 and ask for Megan Stack. Megan works from the Lewes, DE office.
How long has Megan been a financial advisor?
Megan has been in the industry since 2005, about 21 years. More experience than 73% of advisors at Corecap Advisors.
What licenses does Megan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Megan a fiduciary?
Megan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Megan paid?
Corecap Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Megan 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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