CLIENT ACCESS
Charles Schwab Login
For clients whose accounts are custodied at Charles Schwab & Co., Inc., use the link below to securely access your account portal.
Pershing / RM Stark (NetXInvestor) Login
If your assets are held via at Pershing LLC (through RM Stark), click the link below to reach the NetXInvestor platform.
Capitect/Stark Financial Advisers, Client Portal
If your assets are held via Pershing LLC, our firm uses the Capitect platform for your reporting, billing, and performance dashboards. Daily and Quarterly Commentaries can also be viewed. Click the link below access the Capitect portal.
Stark Financial Advisers, Inc.
Registered Investment Adviser
Headquarters: Okeechobee, Florida
Regional Offices: Lake Worth Beach, FL | Charlotte, NC | Stanfield, NC
Custodians: Pershing LLC and Charles Schwab
Forms ADV Part 2A and CRS are available for download or by request.
Stark Financial Advisers, Inc. is a Registered Investment Adviser regulated by the State of Florida Office of Financial Regulation. Registration as an investment adviser does not imply a certain level of skill or training.