Merrill
44yrs
Top advisor by experience in Lake Mary
23yrs
Steven Stack
Full name on record: Steven Michael Stack
Financial advisor at Highland Capital Management
Steven Stack has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Lake Mary, Florida. After 11 years at ICC Capital Management, Steven joined Highland Capital Management in 2015, a firm offering investment management. Highland Capital Management reports being paid through a percentage of assets and performance-based fees.
One of 152 advisors with offices in Lake Mary, and one of 142 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office1035 Greenwood Blvd Suite 211, Lake Mary, FL 32746
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.96 million
Advisors at the firm12
States licensed ?1 state
Services through Highland Capital Management
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsOther 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2015 – nowHighland Capital Management, LLCCurrent firm
- 2004 – 2015ICC Capital Management Inc.Previously
Contact Steven
(901) 761-9500Firm headquarters in Memphis, TN. Ask for Steven. 1035 Greenwood Blvd Suite 211Lake Mary, FL 32746Office · Get directions Firm websiteHTTP://WWW.HIGHLANDCAP.COM
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Steven
How do I contact Steven?
Call Highland Capital Management at (901) 761-9500 and ask for Steven Stack. Steven works from the Lake Mary, FL office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Steven hold?
Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Highland Capital Management reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Steven 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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