CORNERSTONE INVESTMENT SERVICES LLC

CORNERSTONE INVESTMENT SERVICES
PROVIDENCE, Rhode Island·3 registered advisors·CRD# 129164
SEC# 801-66355401-453-5550
01

Firm Overview

AUM
$66M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CORNERSTONE INVESTMENT SERVICES LLC

3 registered advisors
James Simmons
PROVIDENCE, Rhode Island
John James Riley
PROVIDENCE, Rhode Island
Richard Nadeau
PROVIDENCE, Rhode Island
05

Office Locations

PROVIDENCE, Rhode Island
3 advisors

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Data sourced from SEC Form ADV filings. CORNERSTONE INVESTMENT SERVICES LLC (CRD# 129164) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.