Ronald Kenneth Stack
Investment adviser representative at Cobblestone Asset Management
36 yearsExperience
2 statesRegistered in
$258.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Independent Financial GroupOct 2017 to now
- Cobblestone Asset Management LLCJan 2007 to now
- Stack Financial GroupMay 1990 to now
- National Planning CorporationSep 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Cobblestone Asset Management
Legal name: Cobblestone Asset Management LLC
$258.9MAssets managed
432Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2016842
- Firm CRD
- 326545