Gary Lester Stark

Stark Financial Advisers, INC.

52 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Stark Financial Advisers, INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

164 clients

Average Client Portfolio

$503K average

Assets Under Management

$82.5M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $150K	2.00%
$150K - $500K	1.65%
$500K - $2.0M	1.50%
$2M+	1.50%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

16950 U.S. Highway 441 North, Okeechobee, FL, 34972

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

June 1996

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Stark Financial Advisers, INC.

September 2002 - Present · 23 yrs 5 mos

R.M. Stark & CO., INC.Broker

August 1994 - Present · 31 yrs 6 mos

Previous Registrations

A. G. Edwards & Sons, INC.Broker

December 1988 - July 1994 · 5 yrs 7 mos

Kidder, Peabody & CO. IncorporatedBroker

October 1982 - December 1988 · 6 yrs 2 mos

Paine, Webber, Jackson & Curtis INC.Broker

September 1978 - October 1982 · 4 yrs 1 mo

Paine, Webber, Jackson & Curtis IncorporatedBroker

August 1974 - January 1980 · 5 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith, INC.Broker

August 1973 - September 1974 · 1 yr 1 mo

State Registrations14 states

AZCACOCTFLGAMANCNVNYPAPRTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.