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CORNERSTONE FINANCIAL MANAGEMENT LLC
CORNERSTONE FINANCIAL MANAGEMENT LLC
BURLINGTON, Massachusetts
·
3 registered advisors
·
CRD# 140967
SEC# 801-130130
1
800-527-1238
01
Firm Overview
AUM
$114M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CORNERSTONE FINANCIAL MANAGEMENT LLC
3 registered advisors
George E. Newfield
BURLINGTON, Massachusetts
CRD# 5540958
Kevin Arruda
BURLINGTON, Massachusetts
CRD# 5356913
Theodore Roderick Yoos
BURLINGTON, Massachusetts
CRD# 4573507
05
Office Locations
BURLINGTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. CORNERSTONE FINANCIAL MANAGEMENT LLC (CRD# 140967) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.