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Carrie Ann Rosko

Cornerstone Family Office, LLC

Mayfield Heights, OH

CRD 4580286

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Employer firm

Cornerstone Family Office, LLC CRD 120053

39 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cornerstone Family Office, Llc

5900 Landerbrook Drive Suite 200, Mayfield Heights, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-10
OH RA APPROVED 2003-05-08
  • FL RA
    APPROVED
    Since 2025-06-10
  • OH RA
    APPROVED
    Since 2003-05-08

Branch Locations

Monarch Centre #300 5885 Landerbrook Dr., Mayfield Heights, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Family Office, Llc Mayfield Heights OH 10/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-30
  • S65 Uniform Investment Adviser Law Examination
    2002-05-30
Designations
  • Personal Financial Specialist
Other Names
  • Carrie Ann Telego
  • Carrie Ann Olszewski

View on SEC IAPD

Nearby Firms

SEQUOIA FINANCIAL GROUP, L.L.C.
ANCORA PRIVATE WEALTH ADVISORS, LLC
ANCORA ALTERNATIVES LLC

Nearby Investors

KAREY LYNN EDWARDS
CONNOR STEVEN FIFE
KEVIN HOWARD MYEROFF

Nearby Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
ANCORA PRIVATE WEALTH ADVISORS, LLC · CLEVELAND, OH

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