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Stewart Michael Neely

Cornerstone Wealth Planning

Charlotte, NC

CRD 7410255

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Employer firm

Cornerstone Wealth Planning CRD 166886

$486M regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Cornerstone Wealth Planning

7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-08-26
  • NC RA
    APPROVED
    Since 2021-08-26

Branch Locations

7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277 • 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 Wealth Planning Charlotte NC 07/2021 Present
Christ Covenant Church Matthews NC 06/2015 06/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-26
  • S65 Uniform Investment Adviser Law Examination
    2021-08-26

View on SEC IAPD

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