CORNERSTONE WEALTH GROUP, LLC

CORNERSTONE WEALTH
HUNTERSVILLE, North Carolina·8 registered advisors·CRD# 289971
SEC# 801-1121647704-987-3410
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CORNERSTONE WEALTH GROUP, LLC

8 registered advisors
Andrew Kelsey Smith
HUNTERSVILLE, North Carolina
Brian Todd Needleman
HUNTERSVILLE, North Carolina
Clifford Padgett Hodge
HUNTERSVILLE, North Carolina
Craig Alan Rubrecht
HUNTERSVILLE, North Carolina
Jeffrey Alan Carbone
HUNTERSVILLE, North Carolina
Joseph Edward Sweeney
HUNTERSVILLE, North Carolina
Rachel Lee Posner
HUNTERSVILLE, North Carolina
Terri E Fiessinger
HUNTERSVILLE, North Carolina
05

Office Locations

HUNTERSVILLE, North Carolina
8 advisors

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Data sourced from SEC Form ADV filings. CORNERSTONE WEALTH GROUP, LLC (CRD# 289971) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.