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Cornerstone Wealth Management, LLC CRD 164666
$4.93B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2014-11-18 |
Branch Locations
7417 Mexico Road Suite 104, St Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Wildwood | MO | 10/2014 | Present |
| Cornerstone Wealth Management, Llc | St Peters | MO | 11/2014 | Present |
1. 11/06/2014 - CORNERSTONE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WILDWOOD, MO 2. 12/09/2014 - CORNERSTONE WEALTH MANAGEMENT LLC - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) CORNERSTONE WEALTH MANAGEMENT LLC - TIME SPENT 100% - WILDWOOD, MO. 3. 02/01/2018 - CasDom Investments, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - solely to receive commissions from Cornerstone Wealth Management LLC, my RIA firm - 01/24/2018. 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 - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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