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Nick Dionisos

Cornerstone Wealth Management

Westlake, OH

CRD 5318879

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Employer firm

Cornerstone Wealth Management CRD 106950

$629M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cornerstone Wealth Management

27366 Center Ridge Road, Westlake, OH 44145 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2007-07-10
TX RA APPROVED_RES 2007-04-03
  • OH RA
    APPROVED
    Since 2007-07-10
  • TX RA
    APPROVED_RES
    Since 2007-04-03

Branch Locations

27366 Center Ridge Road, Westlake, OH 44145 • 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
Dagco, Inc. Westlake OH 12/1995 Present
  • 12/1995 → Present
    Dagco, Inc.
    Westlake, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-09
  • S65 Uniform Investment Adviser Law Examination
    2007-07-09

View on SEC IAPD

Nearby Firms

PARADIGM WEALTH MANAGEMENT, LLC
HIGHLAND CONSULTING ASSOCIATES INC.
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.

Nearby Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN

Nearby Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH

More in Westlake, OH

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