Unclaimed Profile

David Levering Demuth

CORNERSTONE ADVISORY LLP·BALTIMORE, Maryland

SIE, Series 6, Series 7, Series 26, Series 63, Series 65Clean record26 years registeredCORNERSTONE ADVISORY LLP

1 EAST FRANKLIN STREET, BALTIMORE, MD 21202CRD# 1364167Firm CRD# 142359

Profile Verification

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

Identity

David Levering Demuth · BALTIMORE, MD

Registration

CRD #1364167 · CORNERSTONE ADVISORY LLP · 26 years registered

Brand Profile

Not yet started

Career History

EQUITABLE ADVISORS, LLC

Feb 2000 – present

CORNERSTONE ADVISORY LLP

Feb 2007 – Mar 2013

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · February 8, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE ADVISORY, LLC

CRD 142359 · SEC 801-68058

AUM

$1.7B

Regulatory assets under management

Employees

2,374 client accounts

Services offered by CORNERSTONE ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CORNERSTONE ADVISORY, LLC →

Introduction

Speak with David

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

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

Looking for a financial advisor in BALTIMORE?

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

Browse BALTIMORE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Levering Demuth offer?

David Levering Demuth specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BALTIMORE, Maryland for a consultation.

What are David Levering Demuth's credentials?

David Levering Demuth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Levering Demuth located?

David Levering Demuth is based in BALTIMORE, Maryland, working with CORNERSTONE ADVISORY LLP. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does David Levering Demuth charge for services?

David Levering Demuth'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 ADVISORY LLP?

CORNERSTONE ADVISORY LLP has approximately 16 employees and manages $1.7B 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 →