Unclaimed Profile

Andrew Kelsey Smith

CORNERSTONE WEALTH GROUP, LLC·HUNTERSVILLE, North Carolina

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record22 years registeredCORNERSTONE WEALTH GROUP, LLC

16810 KENTON DRIVE, HUNTERSVILLE, NC 28078CRD# 3148469Firm CRD# 289971

Profile Verification

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

Identity

Andrew Kelsey Smith · HUNTERSVILLE, NC

Registration

CRD #3148469 · CORNERSTONE WEALTH GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE WEALTH

Jan 2018 – present

CORNERSTONE WEALTH

Jul 2011 – Dec 2017

HUNTERSVILLE, NC

SECURITIES AMERICA ADVISORS, INC.

Nov 2003 – Jul 2011

CORNELIUS, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 18, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE WEALTH GROUP, LLC

CRD 289971 · SEC 801-112164

AUM

$1.3B

Regulatory assets under management

Employees

2,093 client accounts

Services offered by CORNERSTONE WEALTH GROUP, 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 GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Kelsey Smith offer?

Andrew Kelsey Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.

What are Andrew Kelsey Smith's credentials?

Andrew Kelsey Smith holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Kelsey Smith located?

Andrew Kelsey Smith is based in HUNTERSVILLE, North Carolina, working with CORNERSTONE WEALTH GROUP, LLC. Their office serves clients in the HUNTERSVILLE metropolitan area and surrounding communities.

How does Andrew Kelsey Smith charge for services?

Andrew Kelsey Smith's firm is compensated through percentage of aum, subscription fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE WEALTH GROUP, LLC?

CORNERSTONE WEALTH GROUP, LLC has approximately 50 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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