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George Anastasakis

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.·BROADVIEW HEIGHTS, Ohio
SIE, Series 6, Series 63Clean record23 years registeredCORNERSTONE ASSET MANAGEMENT SERVICES, INC.
7976 BROADVIEW RD, BROADVIEW HEIGHTS, OH 44147CRD# 1430504Firm CRD# 137712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Anastasakis · BROADVIEW HEIGHTS, OH
Registration
CRD #1430504 · CORNERSTONE ASSET MANAGEMENT SERVICES, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
Jan 2006 – present
QUESTAR ASSET MANAGEMENT, INC.
Jan 2005 – Jul 2007
PARMA, OH
QUESTAR CAPITAL CORPORATION
Jan 2003 – Dec 2005
PARMA, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Registration record
First registered · January 17, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
CRD 137712 · SEC 801-68417
AUM
$34M
Regulatory assets under management
Employees
1
463 client accounts
Services offered by CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORNERSTONE ASSET MANAGEMENT SERVICES, INC. →
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05

Frequently Asked Questions

What services does George Anastasakis offer?
George Anastasakis specializes in Financial Planning, Investment Management. Contact their office in BROADVIEW HEIGHTS, Ohio for a consultation.
What are George Anastasakis's credentials?
George Anastasakis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Anastasakis located?
George Anastasakis is based in BROADVIEW HEIGHTS, Ohio, working with CORNERSTONE ASSET MANAGEMENT SERVICES, INC.. Their office serves clients in the BROADVIEW HEIGHTS metropolitan area and surrounding communities.
How does George Anastasakis charge for services?
George Anastasakis'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 ASSET MANAGEMENT SERVICES, INC.?
CORNERSTONE ASSET MANAGEMENT SERVICES, INC. has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

Nicholas Emmanuel Anastasakis
BROADVIEW HEIGHTS, OH

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