Clifford Cornell Iii (CRD# 7216126) is an Investment Advisor Representative working at Bone Fide Wealth in Southold, NY and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bone Fide Wealth | New York, NY | Jul 2021 - Current | 2 |
| Dlp Real Estate Capital | Bethlehem, PA | Jan 2021 - May 2021 | < 1 |
| Innovative Tax Solution | Central Valley, PA | Dec 2020 - Jan 2021 | < 1 |
| Muhlenberg College | Allentown, PA | Aug 2017 - Dec 2020 | 3 |
| South Side Ms/hs | Rockville Centre, NY | Sep 2009 - Jul 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NY
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$574,029
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, NJ, NY, PA, TX
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