Unclaimed Profile

Kevin Arruda

CORNERSTONE FINANCIAL MANAGEMENT LLC·BURLINGTON, Massachusetts

Clean recordCORNERSTONE FINANCIAL MANAGEMENT LLC

10 MALL ROAD, BURLINGTON, MA 01803-4131CRD# 5356913Firm CRD# 140967

Profile Verification

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

Identity

Kevin Arruda · BURLINGTON, MA

Registration

CRD #5356913 · CORNERSTONE FINANCIAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Arruda is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with CORNERSTONE FINANCIAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CORNERSTONE FINANCIAL MANAGEMENT LLC

AUM

$114M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CORNERSTONE FINANCIAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5356913

Firm CRD# 140967

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Arruda offer?

Kevin Arruda specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Massachusetts for a consultation.

What are Kevin Arruda's credentials?

Kevin Arruda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Arruda located?

Kevin Arruda is based in BURLINGTON, Massachusetts, working with CORNERSTONE FINANCIAL MANAGEMENT LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Kevin Arruda charge for services?

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

How large is CORNERSTONE FINANCIAL MANAGEMENT LLC?

CORNERSTONE FINANCIAL MANAGEMENT LLC has approximately 3 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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