Unclaimed Profile

Norman Gary Cook

WEALTHSTONE FAMILY OFFICE LLC·COLUMBUS, Ohio

SIE, Series 7, Series 63, Series 65, Series 66Clean record23 years registeredWEALTHSTONE FAMILY OFFICE LLC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 2470898Firm CRD# 110725

Profile Verification

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

Identity

Norman Gary Cook · COLUMBUS, OH

Registration

CRD #2470898 · WEALTHSTONE FAMILY OFFICE LLC · 23 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Jul 2021 – present

WEALTHSTONE ADVISORS

Sep 2018 – Dec 2021

COLUMBUS, OH

HALITE PARTNERS, LLC

Aug 2017 – Aug 2018

COLUMBUS, OH

MORGAN STANLEY

Feb 2016 – Jun 2017

COLUMBUS, OH

BANC ONE INVESTMENT ADVISORS CORP

Jan 2003 – Jul 2004

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · January 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSTONE FAMILY OFFICE LLC

CRD 110725 · SEC 801-20781

AUM

$1.3B

Regulatory assets under management

Employees

1,037 client accounts

Services offered by WEALTHSTONE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSTONE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Norman Gary Cook offer?

Norman Gary Cook specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Norman Gary Cook's credentials?

Norman Gary Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Norman Gary Cook located?

Norman Gary Cook is based in COLUMBUS, Ohio, working with WEALTHSTONE FAMILY OFFICE LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Norman Gary Cook charge for services?

Norman Gary Cook'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 WEALTHSTONE FAMILY OFFICE LLC?

WEALTHSTONE FAMILY OFFICE LLC has approximately 19 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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