Cornerstone Financial Management LLC

Cornerstone Financial Management LLC (CRD# 140967) is a financial advisory firm headquartered in Burlington, MA. They manage $113,877,241 in 364 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10 Mall Road, Suite 301, Burlington, MA 01803
http://www.cornerstonefm.com
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $312,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA, RI, TX

Financial Advisors at Cornerstone Financial Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Theodore Yoos, financial advisor Burlington MA
Theodore R. Yoos
CRD#: 4573507
10 Mall Road, Suite 301, Burlington, MA 01803

Theodore Yoos (CRD# 4573507) is an Investment Advisor Representative working at Cornerstone Financial Management LLC in Burlington, MA and has 1 year of experience in the finance industry.

2
Kevin Arruda, financial advisor Burlington MA
Kevin Arruda
CRD#: 5356913
67 South Bedford Street, Suite 400 West, Burlington, MA 01803

Kevin Arruda (CRD# 5356913) is an Investment Advisor Representative working at Cornerstone Financial Management LLC in Burlington, MA and has over 16 years of experience in the finance industry.

3
George Newfield, financial advisor Burlington MA
George E. Newfield
CRD#: 5540958
67 South Bedford Street, Suite 400 West, Burlington, MA 01803

George Newfield (CRD# 5540958) is an Investment Advisor Representative working at Cornerstone Financial Management LLC in Burlington, MA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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