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Steven Michael Stack

Highland Capital Management, LLC

Lake Mary, FL

CRD 4639863

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Employer firm

Highland Capital Management, LLC CRD 104842

$3.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • 401K INVESTMENT MANAGEMENT, PROVISION OF TRADING SIGNALS

From the firm’s Form ADV. Read the guides:

Current Employers
Highland Capital Management, Llc

850 Ridge Lake Blvd Suite 205, Memphis, TN 38120 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-07-06
  • FL RA
    APPROVED
    Since 2015-07-06

Branch Locations

1035 Greenwood Blvd Suite 211, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Highland Capital Management, Llc Memphis TN 04/2015 Present
Previous Registrations
  • 2004-01-05 → 2015-05-15
    Icc Capital Management Inc
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-04
  • S65 Uniform Investment Adviser Law Examination
    2003-11-04

View on SEC IAPD

Nearby Firms

ROBO ADVISOR, INC.
BLUESTAR WEALTH MANAGEMENT
FAMILYWEALTH

Nearby Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS

Nearby Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL

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