Robert Stock
Invest Smart USA · Scottsdale, Arizona
Robert Stock is a fee-only financial advisor at Invest Smart USA in Scottsdale, Arizona. Robert focuses on small business owners. Invest Smart USA reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Invest Smart USA |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $45.3M across 209 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6602536 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.investsmartusa.com |
| Profile |
How Robert's firm compares
- Invest Smart USA's average account is about $217,000, from its Form ADV (assets managed divided by 209 accounts).
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Questions about Robert
Is Robert Stock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Invest Smart USA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Invest Smart USA, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Stock based?
Robert Stock is based in Scottsdale, Arizona.
What does Robert specialize in?
Robert's specialties include small business owners.
Is Robert Stock registered with the SEC?
Yes. Robert Stock is registered as an investment adviser representative in AZ (CRD 6602536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invest Smart USA manage?
Invest Smart USA reports $45.3M across 209 accounts in assets under management.
How do I contact Robert Stock?
Through Robert's website, www.investsmartusa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Invest Smart USA website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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