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Tamara Faith Notarianni

Cornerstone Financial Management LLC

North Kingstown, RI

Burlington, MA

CRD 7529060

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Employer firm

Cornerstone Financial Management LLC CRD 140967

$167M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Cornerstone Financial Management Llc

10 Mall Road Suite 301, Burlington, MA 01803-4131 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-02-11
  • RI RA
    APPROVED
    Since 2025-02-11

Branch Locations

650 Ten Rod Road Suite 129F, North Kingstown, RI 02852 • United States

10 Mall Road Suite 301, Burlington, MA 01803-4131 • 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
Spinnaker Asset Management Inc. Warwick RI 02/2022 05/2023
Northwestern Mutual Providence RI 11/2021 02/2022
Department Of Environmental Management East Matunuck RI 12/2019 11/2021
Cranston Elementary School Cranston RI 01/2019 12/2019
Codac East Bay East Providence RI 09/2018 01/2019
North Rhode Island Collaborative Lincoln RI 01/2016 09/2018
American United Life Cranston RI 05/2023 08/2023
Oneamerica Securities Cranston RI 05/2023 08/2023
Cornerstone Financial Management North Kingston RI 08/2024 Present
Rebath Johnston RI 09/2023 03/2024
Turf Master Johnston RI 05/2024 07/2024
  • 02/2022 → 05/2023
    Spinnaker Asset Management Inc.
    Warwick, RI
  • 11/2021 → 02/2022
    Northwestern Mutual
    Providence, RI
  • 12/2019 → 11/2021
    Department Of Environmental Management
    East Matunuck, RI
  • 01/2019 → 12/2019
    Cranston Elementary School
    Cranston, RI
  • 09/2018 → 01/2019
    Codac East Bay
    East Providence, RI
  • 01/2016 → 09/2018
    North Rhode Island Collaborative
    Lincoln, RI
  • 05/2023 → 08/2023
    American United Life
    Cranston, RI
  • 05/2023 → 08/2023
    Oneamerica Securities
    Cranston, RI
  • 08/2024 → Present
    Cornerstone Financial Management
    North Kingston, RI
  • 09/2023 → 03/2024
    Rebath
    Johnston, RI
  • 05/2024 → 07/2024
    Turf Master
    Johnston, RI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-28
  • S65 Uniform Investment Adviser Law Examination
    2023-04-28
Other Names
  • Tamara Faith Flood
  • Tamara Faith Arcudi
  • Tamara Faith Notarianni
  • Tamara Notarianni

View on SEC IAPD

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