Unclaimed Profile

Peter Eliot Gaide

CORNERSTONE CAPITAL ADVISORS, INC.·LAKEWOOD, Colorado

Series 7, Series 63, Series 65Clean record27 years registeredCORNERSTONE CAPITAL ADVISORS, INC.

2405 WADSWORTH BLVD., LAKEWOOD, CO 80214CRD# 1103567Firm CRD# 140169

Profile Verification

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

Identity

Peter Eliot Gaide · LAKEWOOD, CO

Registration

CRD #1103567 · CORNERSTONE CAPITAL ADVISORS, INC. · 27 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

Jun 2023 – present

PRISM FINANCIAL STRATEGIES, LLC

Jun 2020 – Dec 2023

Bennet, NE

CORNERSTONE CAPITAL ADVISORS, INC.

Jun 2006 – Jul 2020

ENGLEWOOD, CO

CORNERSTONE CAPITAL ADVISORS

Jan 1999 – Jun 2006

LAKEWOOD, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE CAPITAL ADVISORS, INC.

CRD 140169 · SEC 801-66542

AUM

$37M

Regulatory assets under management

Employees

79 client accounts

Services offered by CORNERSTONE CAPITAL ADVISORS, INC.

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 CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Peter Eliot Gaide offer?

Peter Eliot Gaide specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEWOOD, Colorado for a consultation.

What are Peter Eliot Gaide's credentials?

Peter Eliot Gaide is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Eliot Gaide located?

Peter Eliot Gaide is based in LAKEWOOD, Colorado, working with CORNERSTONE CAPITAL ADVISORS, INC.. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.

How does Peter Eliot Gaide charge for services?

Peter Eliot Gaide's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE CAPITAL ADVISORS, INC.?

CORNERSTONE CAPITAL ADVISORS, INC. has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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