Matthew James Schellman

Current Employers

Employment History

• 11/2013 → Present
  Lpl Financial
  Des Peres, MO
• 11/2013 → Present
  Cornerstone Wealth Management, Llc
  Des Pere, MO

Other Businesses

1.11/25/2013; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Management; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.11/14/2014; The Schellman Group, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 01/01/2014; 160hrs/mth; 8hrs during trading 3.11/02/2021; (Hybrid) Cornerstone Wealth Management / Cornerstone Wealth Management; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/16/2014; 140hrs/mth; 140hrs during trading; I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.02/14/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Portfolios; Investment Related; at Reported Business Location(s); Start Date 02/01/2023; 140hrs/mth; 140hrs during trading 5.08/03/2026; Pittsburgh DI; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/22/2026; 1hrs/mth; 1hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2014-06-09
• S63 Uniform Securities Agent State Law Examination
  2001-03-16

Other Names

• Matthew James Schellman
• Matt Schellman