Unclaimed Profile

Leslie Karen Garrison

CORNERSTONE WEALTH MANAGEMENT, LLC·ST. PETERS, Missouri

SIE, Series 7TO, Series 66Clean record4 years registeredCORNERSTONE WEALTH MANAGEMENT, LLC

7417 MEXICO ROAD, ST. PETERS, MO 63376CRD# 7021882Firm CRD# 164666

Profile Verification

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

Identity

Leslie Karen Garrison · ST. PETERS, MO

Registration

CRD #7021882 · CORNERSTONE WEALTH MANAGEMENT, LLC · 4 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE WEALTH MANAGEMENT, LLC

May 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · May 10, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE WEALTH MANAGEMENT, LLC

CRD 164666 · SEC 801-76973

AUM

$3.3B

Regulatory assets under management

Employees

148

16,986 client accounts

Services offered by CORNERSTONE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNERSTONE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Leslie Karen Garrison offer?

Leslie Karen Garrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. PETERS, Missouri for a consultation.

What are Leslie Karen Garrison's credentials?

Leslie Karen Garrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leslie Karen Garrison located?

Leslie Karen Garrison is based in ST. PETERS, Missouri, working with CORNERSTONE WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERS metropolitan area and surrounding communities.

How does Leslie Karen Garrison charge for services?

Leslie Karen Garrison'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 WEALTH MANAGEMENT, LLC?

CORNERSTONE WEALTH MANAGEMENT, LLC has approximately 148 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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