Matthew James Sandberg

Employer firm

Cornerstone Wealth CRD 289971

$2.49B regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2017
  Lpl Financial, Llc
  Huntersville, NC
• 05/2016 → 12/2017
  Cornerstone Financial Partners
  Huntersville, NC
• 12/2017 → Present
  Cornerstone Wealth Group, Llc
  Huntersville, NC
• 11/2017 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2016-11-29 → 2017-12-31
  Cornerstone Wealth
  Huntersville, NC

Other Businesses

1. CORNERSTONE WEALTH GROUP, LLC dba CORNERSTONE WEALTH, START DATE: 01/01/18, 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC 28078, RIA, CLIENT SERVICES ASSOCIATE/LICENSED ADMINISTRATIVE ASSISTANT, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-14

Designations

• Certified Financial Planner