Thaddeus Cornell, financial advisor Gold Canyon AZ

Thaddeus Cornell

CRD Number: 2762079
Current Firm: Peridot Investment Research Inc.

Thaddeus Cornell (CRD# 2762079) is an Investment Advisor Representative working at Peridot Investment Research Inc. in Gold Canyon, AZ and has over 27 years of experience in the finance industry.

Similar Advisors
Edgar Acosta, financial advisor Gold Canyon AZ
Edgar A. Acosta
CRD# 5720193
Lpl Financial LLC
Similar Advisors
William Acosta, financial advisor Gold Canyon AZ
William V. Acosta
CRD# 5169178
J.p. Morgan Securities LLC
Similar Advisors
Charlotte Adcock, financial advisor Gold Canyon AZ
Charlotte S. Adcock
CRD# 4813599
Lpl Financial LLC
Company Name Location Dates Years
Peridot Investment Research Gold Canyon, AZ Oct 2023 - Current < 1
Usi Phoenix, AZ Aug 2021 - Current 2
Passey Bond Co Mesa, AZ Jun 2018 - Aug 2021 3
Lebaron & Carroll Mesa, AZ Dec 2015 - Jun 2018 2
The Arizona Group Gilbert, AZ Oct 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S66 NASAA Uniform Combined State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Thaddeus A. Cornell
Phone Number: (480) 665-7706
Registered State(s):
  • AZ
Current Firm Details
Peridot Investment Research Inc.
Firm's CRD Number: 327391
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
Types of Clients
Registered States

AZ

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.