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Scott Mitchell Koser

CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC·DAPHNE, Alabama
Clean recordCORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
809 C DAPHNE AVE, DAPHNE, AL 36526CRD# 4380622Firm CRD# 124322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Mitchell Koser · DAPHNE, AL
Registration
CRD #4380622 · CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Mitchell Koser is a registered financial advisor based in DAPHNE, Alabama, affiliated with CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
AUM
$61M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4380622
Firm CRD# 124322
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Mitchell Koser offer?
Scott Mitchell Koser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAPHNE, Alabama for a consultation.
What are Scott Mitchell Koser's credentials?
Scott Mitchell Koser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Mitchell Koser located?
Scott Mitchell Koser is based in DAPHNE, Alabama, working with CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC. Their office serves clients in the DAPHNE metropolitan area and surrounding communities.
How does Scott Mitchell Koser charge for services?
Scott Mitchell Koser's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC?
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC has approximately 1 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

Mark Ellis Davidson
DAPHNE, AL

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Research
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