Mark
Stack

Avantax Advisory Services

CRD#7004266
Investment Advisor
in Buffalo, NY

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About this Advisor

Mark Stack is a financial advisor operating out of Buffalo, New York with a total of 2 years of industry experience. Stack is an advisor for Avantax Advisory Services. During their career, the advisor has held roles at Lumsden & Mccormick Llp, 1St Global Capital, Corp, 1St Global Advisors, Inc, Avantax Investment Services, Inc and Avantax Advisory Services. Stack maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Avantax Advisory Services is a financial advisory business that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 people on staff. It handles $31 billion in assets among its 123,393 client accounts, making it one of the largest firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. Avantax Advisory Services offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services typically vary depending on the type of services provided. However, fee types billed by Avantax Advisory Services can include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

369 Franklin Street Cyclorama Building
Buffalo, NY 14202

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

NY Average: $3,042,739,679
Total Number of Employees

2,433

NY Average: 49
Total Number of Accounts

123,393

NY Average: 2,315
Average Account Size

$250,972

NY Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mark Stack Work History

Mark has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Avantax Investment Services, Inc

2020 - Present (4 years)

Avantax Advisory Services

2013 - Present (11 years)

Lumsden & Mccormick Llp

2013 - Present (11 years)

Lumsden & Mccormick Llp

2018 - 2019 (1 year)

1St Global Capital, Corp

2018 - 2019 (1 year)

1St Global Advisors, 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 Mark 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 Avantax Advisory Services

Nicholas Randone
Melville, NY
Casey Radke
Irving, TX
Shane Ellingson
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Gabriel Sandler
Ann Arbor, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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