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Cornerstone Asset Management CRD 104539
$75.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
120 South Stewart Street, Winchester, VA 22601-4168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-02 |
| VA | RA | APPROVED | 1993-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Cornerstone Asset Management, Inc. | Herdon | VA | 08/1993 | Present |
| Syndicated Capital Inc. | Herndon | VA | 01/2003 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-03 |
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