Unclaimed Profile

Brian Todd Needleman

CORNERSTONE WEALTH GROUP, LLC·HUNTERSVILLE, North Carolina

SIE, Series 7, Series 63, Series 6524 years registeredCORNERSTONE WEALTH GROUP, LLC

16810 KENTON DRIVE, HUNTERSVILLE, NC 28078CRD# 2367291Firm CRD# 289971

Profile Verification

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

Identity

Brian Todd Needleman · HUNTERSVILLE, NC

Registration

CRD #2367291 · CORNERSTONE WEALTH GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE WEALTH GROUP, LLC

CORNERSTONE WEALTH

Jan 2018 – Feb 2021

HUNTERSVILLE, NC

CORNERSTONE WEALTH

Jul 2011 – Jan 2018

HUNTERSVILLE, NC

SECURITIES AMERICA ADVISORS, INC.

Nov 2003 – Jul 2011

CORNELIUS, NC

RAYMOND JAMES FINANCIAL SERVICES

Dec 2001 – Nov 2003

HUNTERSVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

1998Customer Dispute·Settled

1998Employment Separation After Allegations

1996Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Brian Todd Needleman offer?

Brian Todd Needleman specializes in Financial Planning, Investment Management, Wealth Management.

What are Brian Todd Needleman's credentials?

Brian Todd Needleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Todd Needleman located?

Brian Todd Needleman is based in HUNTERSVILLE, North Carolina, last registered with CORNERSTONE WEALTH GROUP, LLC.

How does Brian Todd Needleman charge for services?

Brian Todd Needleman'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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