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William Robert Shane

CORNERSTONE TRUST MANAGEMENT SERVICES LLC·TREVOSE, Pennsylvania
Unclaimed Profile
3600 HORIZON BOULEVARD, TREVOSE, PA 19053CRD# 6692582Firm CRD# 170864
01

About

William Robert Shane is a registered financial advisor based in TREVOSE, Pennsylvania, affiliated with CORNERSTONE TRUST MANAGEMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
AUM
$1000M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CORNERSTONE TRUST MANAGEMENT SERVICES LLC →
Services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6692582
Firm CRD# 170864
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Robert Shane offer?
William Robert Shane specializes in Fee-Only Advisory. Contact their office in TREVOSE, Pennsylvania for a consultation.
What are William Robert Shane's credentials?
William Robert Shane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Robert Shane located?
William Robert Shane is based in TREVOSE, Pennsylvania, working with CORNERSTONE TRUST MANAGEMENT SERVICES LLC. Their office serves clients in the TREVOSE metropolitan area and surrounding communities.
How does William Robert Shane charge for services?
William Robert Shane'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 TRUST MANAGEMENT SERVICES LLC?
CORNERSTONE TRUST MANAGEMENT SERVICES LLC has approximately 3 employees and manages $1000M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Frank Milles — CORNERSTONE TRUST MANAGEMENT SERVICES LLCRobert B Hellman — CORNERSTONE TRUST MANAGEMENT SERVICES LLCFenton Renwick Talbott — CORNERSTONE TRUST MANAGEMENT SERVICES LLCAllen Royal Freedman — CORNERSTONE TRUST MANAGEMENT SERVICES LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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