Unclaimed Profile

Daniel William Bradshaw

CORNERSTONE ADVISORS, LLC·ASHEVILLE, North Carolina

SIE, Series 7, Series 66Clean record13 years registeredCORNERSTONE ADVISORS, LLC

1075 HENDERSONVILLE RD, ASHEVILLE, NC 28803CRD# 5944371Firm CRD# 300891

Profile Verification

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

Identity

Daniel William Bradshaw · ASHEVILLE, NC

Registration

CRD #5944371 · CORNERSTONE ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

Mar 2013 – Aug 2016

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 20, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE ADVISORS, LLC

CRD 300891 · SEC 801-114872

AUM

$2.3B

Regulatory assets under management

Employees

2 client accounts

Services offered by CORNERSTONE ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at CORNERSTONE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel William Bradshaw offer?

Daniel William Bradshaw specializes in Investment Management, Fee-Only Advisory.

What are Daniel William Bradshaw's credentials?

Daniel William Bradshaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel William Bradshaw located?

Daniel William Bradshaw is based in ASHEVILLE, North Carolina, last registered with CORNERSTONE ADVISORS, LLC.

How does Daniel William Bradshaw charge for services?

Daniel William Bradshaw's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE ADVISORS, LLC?

CORNERSTONE ADVISORS, LLC has approximately 7 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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