R.M. Stark prides itself on delivering the exceptional services and products your financial professional needs to provide you with the best strategy for your financial journey.


Financial Products & Services

  • Asset Management

    A comprehensive account combining brokerage, checking, money market and MasterCard activity.

  • Borrowing Solutions

    Obtain a line of credit at competitive interest rates.

  • Dividend Reinvestment

    Dividends are automatically reinvested to purchase additional shares of the same security.

  • Money Funds

    Sweep uninvested account balances to a money fund in the Dreyfus family or to a select group of state tax-free money funds.

  • Electronic Access

    Review account information; place orders; get quotes, news and research.

  • Accounts Offered

    Take advantage of products such as Individual and Joint accounts, Traditional IRA, Roth IRA, SEP, SIMPLE, 401(k) profit sharing, Custodial 529 plan, 403b, Corporate and Trust accounts.

  • Fixed & Variable Annuities

    Competitive products from the country’s leading insurance providers.

  • Fixed Income Solutions

    Including Structured Note Products, Treasuries, Corporate and Municipal bonds.

  • Wealth Management

    Including Annuity Solutions, Cash Management, Education and Health Savings, Fund Solutions, Lending Solutions, Managed Investments, Philanthropic Solutions, Portfolio Performance, Retirement Solutions, Trust Solutions, and Trading Services.

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Associations

  • Pershing LLC

    R.M.Stark introduces most customer brokerage accounts to Pershing LLC., a BNY Mellon Company. R.M. Stark does not hold customer securities or cash.Pershing is a financial services leader serving broker-dealers worldwide with over 4,000 associates and global client assets exceed $2.0 trillion. www.pershing.com

  • SIPC

    SIPC was created under the Securities Investor Protection Act as a not-profit membership corporation. SIPC oversees the liquidation of member broker-dealers that close when the broker-dealer is bankrupt or in financial trouble, and customer assets are missing. www.sipc.org

  • Excess SIPC Insurance

    R.M.Stark and Pershing are members of SIPC. In addition to SIPC protection, Pershing provides excess insurance through certain underwriters in Lloyd's insurance market. www.sipc.org

  • FINRA

    FINRA is the Financial Industry Regulatory Authority of which R.M. Stark is a Member. It is an independent, not-for-profit organization authorized by Congress to protect investors. FINRA works to ensure that each investor is dealt with fairly and honestly. www.finra.org

  • Financial Services Institute

    Financial Services Institutes vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. www.financialservices.org

  • Municipal Securities Rule Making Board (MSRB)

    The Municipal Securities Rulemaking Board, (MSRB), is a regulating body which creates rules and policies for investment firms and banks in the issuing and sale of municipal bonds, notes, and other municipal securities. www.msrb.org

  • National Securities Clearing Corporation (NSCC)

    The Depository Trust & Clearing Corporation (DTCC) is an American post-trade financial services company providing clearing and settlement services to the financial markets. It performs the exchange of securities on behalf of buyers and sellers and functions as a central securities depository by providing central custody of securities. www.dtcc.com/about/businesses-and-subsidiaries/nscc