Unclaimed Profile

Derren Lee Geiger

CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC·RANCHO SANTA FE, California

SIE, Series 3, Series 7, Series 24, Series 63CFAClean record17 years registeredCORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

16236 SAN DIEGUITO ROAD, RANCHO SANTA FE, CA 92067CRD# 5613118Firm CRD# 138258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derren Lee Geiger · RANCHO SANTA FE, CA

Registration

CRD #5613118 · CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

CENTAUR PERFORMANCE GROUP, LLC

Aug 2009 – Mar 2014

RANCHO SANTA FE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Registration record

First registered · August 10, 2009

Years registered · 17

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

CRD 138258 · SEC 801-65175

AUM

$39M

Regulatory assets under management

Employees

2 client accounts

Services offered by CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC →

Introduction

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Frequently Asked Questions

What services does Derren Lee Geiger offer?

Derren Lee Geiger specializes in Retirement Planning.

What are Derren Lee Geiger's credentials?

Derren Lee Geiger holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Derren Lee Geiger located?

Derren Lee Geiger is based in RANCHO SANTA FE, California, last registered with CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC.

How does Derren Lee Geiger charge for services?

Derren Lee Geiger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC?

CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC has approximately 6 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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