Osaic Wealth
34yrs
Top advisor by experience in Copley
15yrs
Robert Stark
Financial advisor at Watch Guard Capital
Robert Stark is a fiduciary financial advisor in Copley, Ohio, with 15 years in the industry. After two years at Allworth Financial and three years at Affinity Financial Advisors, Robert joined Watch Guard Capital in 2025, a firm offering financial planning, investment management, and educational workshops. Watch Guard Capital reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 17 advisors with offices in Copley, and one of 16 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
OfficeCopley, OH
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$549,310
Advisors at the firm2
States licensed ?2 states
Services through Watch Guard Capital
Financial planningInvestment management for individuals and small businessesEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowWatch Guard Capital LLCCurrent firm
- Oct 2023 – Jun 2025Allworth Financial, L.P.Previously
- 2020 – 2023Affinity Financial AdvisorsPreviously
- 2018 – 2022Cetera Wealth Services, LLCPreviously
- 2016 – 2018Watch Guard Capital LLCPreviously
- 2012 – 2016Charles Schwab & CO., Inc.Previously
Contact Robert
(602) 456-0186Watch Guard Capital main office Copley, OHOffice · Get directions X (Twitter) pageWatch Guard CapitalIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Robert
How do I contact Robert?
Call Watch Guard Capital at (602) 456-0186 and ask for Robert Stark. Robert works from the Copley, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Robert hold?
Series 66. 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?
Watch Guard Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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