AdvisorOS Directory
Claim Profile
Unclaimed Profile
SK

Scott Mitchell Koser

CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC·DAPHNE, Alabama
Series 65Clean record23 years registeredCORNERSTONE 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
Mar 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 10, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
CRD 124322 · SEC 801-67775
AUM
$61M
Regulatory assets under management
Employees
1
145 client accounts
Services offered by CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC →
Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DAPHNE?

Browse all registered financial advisors in DAPHNE, Alabama or claim this profile if it's yours.

Browse DAPHNE AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC

Mark Ellis Davidson
DAPHNE, AL

More Advisors in DAPHNE, Alabama

David Erle Lindsey
SOUTHERN CAPITAL SERVICES, INC.·DAPHNE, AL
Terry Edward Nager
SOUTHERN CAPITAL SERVICES, INC.·DAPHNE, AL
Wendy Louise Nelson Bailey
SOUTHERN CAPITAL SERVICES, INC.·DAPHNE, AL
Darryl Wayne Bryant
6TH STREET ADVISORS, LLC·DAPHNE, AL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Alabama
BIRMINGHAM (228)MOBILE (35)HUNTSVILLE (28)MONTGOMERY (19)VESTAVIA HILLS (16)FAIRHOPE (9)HOOVER (8)TUSCALOOSA (7)VESTAVIA (7)AUBURN (5)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Request removal of this profile