Unclaimed Profile

Eric Bradley Weitz

CORNERSTONE ASSET MANAGEMENT, INC.·WINCHESTER, Virginia

SIE, Series 7, Series 63, Series 6532 years registeredCORNERSTONE ASSET MANAGEMENT, INC.

116 SOUTH STEWART STREET, WINCHESTER, VA 22601CRD# 2366286Firm CRD# 104539

Profile Verification

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

Identity

Eric Bradley Weitz · WINCHESTER, VA

Registration

CRD #2366286 · CORNERSTONE ASSET MANAGEMENT, INC. · 32 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE ASSET MANAGEMENT

Jul 1993 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 13, 1993

Years registered · 32

Disclosure History

2009Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CORNERSTONE ASSET MANAGEMENT, INC.

CRD 104539 · SEC 801-63659

AUM

$26M

Regulatory assets under management

Employees

95 client accounts

Services offered by CORNERSTONE ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at CORNERSTONE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Bradley Weitz offer?

Eric Bradley Weitz specializes in Investment Management, Fee-Only Advisory. Contact their office in WINCHESTER, Virginia for a consultation.

What are Eric Bradley Weitz's credentials?

Eric Bradley Weitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Bradley Weitz located?

Eric Bradley Weitz is based in WINCHESTER, Virginia, working with CORNERSTONE ASSET MANAGEMENT, INC.. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.

How does Eric Bradley Weitz charge for services?

Eric Bradley Weitz'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 ASSET MANAGEMENT, INC.?

CORNERSTONE ASSET MANAGEMENT, INC. has approximately 4 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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