Cornerstone Investment Services
Cornerstone Investment Services (CRD# 129164) is a financial advisory firm headquartered in Providence, RI. They manage $47,461,184 in 98 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management47MILLION
-
Total Number of Accounts98ACCOUNTS
-
Average Account Value$484,298
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, ME, RI, TX
Financial Advisors at Cornerstone Investment Services
1
Michael Curtis (CRD# 1452785) is an Investment Advisor Representative working at Cornerstone Investment Services in Providence, RI and has over 38 years of experience in the finance industry.
2
John Riley (CRD# 1445860) is an Investment Advisor Representative working at Cornerstone Investment Services in Providence, RI and has over 38 years of experience in the finance industry.
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