Unclaimed Profile

Daniel Kwon

CORNERSTONE ADVISORS INC·BELLEVUE, Washington

Series 65Clean record23 years registeredCORNERSTONE ADVISORS INC

225 - 108TH AVENUE NE, BELLEVUE, WA 98004-5782CRD# 4642426Firm CRD# 110908

Profile Verification

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

Identity

Daniel Kwon · BELLEVUE, WA

Registration

CRD #4642426 · CORNERSTONE ADVISORS INC · 23 years registered

Brand Profile

Not yet started

Career History

PATHSTONE

Oct 2020 – present

CORNERSTONE ADVISORS INC

Mar 2003 – Sep 2020

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 5, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE ADVISORS INC

CRD 110908 · SEC 801-20509

AUM

$4.0B

Regulatory assets under management

Employees

4,178 client accounts

Services offered by CORNERSTONE ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CORNERSTONE ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Daniel Kwon offer?

Daniel Kwon specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Daniel Kwon's credentials?

Daniel Kwon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Kwon located?

Daniel Kwon is based in BELLEVUE, Washington, working with CORNERSTONE ADVISORS INC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Daniel Kwon charge for services?

Daniel Kwon'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 ADVISORS INC?

CORNERSTONE ADVISORS INC has approximately 55 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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