Patrick Joseph Doyle

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Lpl Financial Llc
  Des Peres, MO
• 01/2015 → Present
  Cornerstone Wealth Management, Llc
  St. Peter, MO

Previous Registrations

• 2009-04-17 → 2015-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MO
• 2007-04-02 → 2009-04-20
  Morgan Stanley & Co. Llc
  Chesterfield, MO
• 2005-03-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  Chesterfield, MO
  Chesterfield, MO
• 2003-07-01 → 2005-03-07
  Wells Fargo Clearing Services, Llc
  Chesterfield, MO
• 2002-01-01 → 2003-07-01
  Prudential Equity Group, Llc
  Chesterfield, MO

Other Businesses

1. 1/8/2015: CORNERSTONE WEALTH MANAGEMENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 4/15/2015: CORNERSTONE WEALTH MANAGEMENT - INVESTMENT RELATED - LOCATED AT REPORTED BUSINESS ADDRESS - REGISTERED INVESTMENT ADVISOR HYBRID - STARTED 01/09/2015 - 80 HOURS PER MONTH/60 HOURS DURING SECURITIES TRADING - IAR - PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR FEES. 3. 6/5/2015: DOYLE WEALTH MANAGEMENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STARTED 05/16/2015 - 160 HOURS PER MONTH/8 HOURS DURING SECURITIES TRADING. 4. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-23
• S63 Uniform Securities Agent State Law Examination
  1987-03-14

Designations

• Certified Financial Planner