Shon Emery Mccarley

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

Authority	Category	Status	Date
NC	RA	APPROVED	2026-01-01

NC RA
APPROVED

Since 2026-01-01

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

Organization	City	State	From	To
Cornerstone Wealth Planning	Charlotte	NC	11/2025	Present
Consilio, Llc	Charlotte	NC	09/2012	10/2025
Arnot & Haley, Pllc	Charlotte	NC	09/2013	12/2021
Mccarley Legal, Pllc	Indian Trail	NC	01/2026	Present

11/2025 → Present

Cornerstone Wealth Planning

Charlotte, NC
09/2012 → 10/2025

Consilio, Llc

Charlotte, NC
09/2013 → 12/2021

Arnot & Haley, Pllc

Charlotte, NC
01/2026 → Present

Mccarley Legal, Pllc

Indian Trail, NC

Other Businesses

1. McCarley Legal, PLLC; Not investment related; Indian Trail, NC; Law firm; Member and Attorney; 01/2026; 40 hours/month, with appx 20 of those hours during securities hours; estate planning services or other associated legal advice.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-29

S65 Uniform Investment Adviser Law Examination

2025-12-29

View on SEC IAPD

Employer firm

Current Employers

Cornerstone Wealth Planning

Disclosures

Employment History

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Exams

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