Steven
Stack
Highland Capital Management, LLC
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About this Advisor
Steven Stack is a financial advisor working out of Lake Mary, Florida who has 8 years of industry experience. Stack is an employee of Highland Capital Management, LLC. Over the course of their career, they have held roles at Highland Capital Management, LLC and Icc Capital Management, Inc. Stack holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Florida. Highland Capital Management, LLC is a registered investment company based out of Memphis, TN. It has offices in two locations and a total of 20 financial advisors. It handles $3 billion in assets among its 953 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 62 charities and foundations. Of its 953 accounts, 47% are held by high-net-worth clients who have more than $1 million in investable assets. Highland Capital Management, LLC offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fee schedules usually vary depending on the type of services provided. However, fee types charged by Highland Capital Management, LLC most likely are comprised of any combination of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highland Capital Management, LLC Brokerage Details
$3,100,659,199
20
953
$3,253,577
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Steven Stack Work History
Steven has been registered as a financial advisor for 8 years.*
Highland Capital Management, LLC
Icc Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Stack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highland Capital Management, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Lake Mary, FL
Memphis, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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