Robert William Benton

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

• 03/2018 → Present
  Cornerstone Wealth
  Huntersville, NC
• 06/2012 → 02/2018
  Morningstar Inc.
  Oakland, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-23