Kathryn Massoni, financial advisor Duluth GA

Kathryn Massoni

CRD Number: 6720137
Current Firm: Cornerstone Management, Inc.

Kathryn Massoni (CRD# 6720137) is an Investment Advisor Representative working at Cornerstone Management, Inc. in Duluth, GA and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cornerstone Management, Inc. Duluth, GA Aug 2022 - Current 1
Cornerstone Management, Inc. Peachtree Corners, GA Jun 2018 - Aug 2022 4
Cornerstone Management Inc. Peachtree Corners, GA Jul 2016 - Jun 2018 1
Georgia-pacific LLC Atlanta, GA Jul 2015 - Jul 2016 1
Georgia-pacific LLC Atlanta, GA May 2015 - Aug 2015 < 1
University Of Georgia Athens, GA Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Kathryn R. Massoni
Phone Number: 770-449-7799
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,674
    MILLIONS
  • Total Number of Accounts
    1,457
    ACCOUNTS
  • Average Account Value
    $1,148,987
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IN, MO, NC, NE, NH, PA, SC, TN, TX

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