Merrill
47yrs
Top advisor by experience at Merrill
18yrs
Matthew Stack is a fiduciary financial advisor in Wilmington, Delaware, with 18 years in the industry. After 13 years at SEI Investments Management and two years at Equitable Advisors, Matthew joined Diversified in 2023, a firm offering financial planning, investment management, and private fund management. Matthew holds the CFP® designation.
One of 447 advisors with offices in Wilmington, and one of 410 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
Office3705 Concord Pike, Wilmington, DE 19803
FirmDiversified
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$1.34 million
Advisors at the firm29
States licensed ?1 state
Services through Diversified
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowDiversified, LLCCurrent
- 2010 – 2023SEI Investments Management CorpPreviously
- Sep 2008 – Jun 2010Equitable Advisors, LLCPreviously
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- 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
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About Matthew
How do I contact Matthew?
Call Diversified at 302-765-3500 and ask for Matthew Stack. Matthew works from the Wilmington, DE office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Diversified reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Matthew 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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