Mark Muntean, financial advisor Uniontown OH
90 score

Mark Muntean

CRD Number: 5479667
Current Firm: Cornerstone Capital Advisors

Mark Muntean (CRD# 5479667) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has 1 year of experience in the finance industry. Mark Muntean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Keith Smith, financial advisor Uniontown OH
Keith W. Smith
CRD# 4944329
Morgan Stanley
Similar Advisors
Paul Lehman, financial advisor Uniontown OH
Paul J. Lehman
CRD# 1092364
Newgrange Asset Management LLC
Similar Advisors
Thomas Leonardi, financial advisor Uniontown OH
Thomas M. Leonardi
CRD# 723356
Fsc Securities Corporation
Professional Designations
Company Name Location Dates Years
Cornerstone Capital Advisors Uniontown, OH Aug 2014 - Current 3
Cornerstone Capital Advisors Uniontown, OH Mar 2010 - Aug 2014 4
Faith Family Church Canton, OH Nov 2005 - Dec 2010 5
Pfs Investments Inc. Strongsville, OH Jan 2008 - Mar 2010 2
Primerica Financial Services Strongsville, OH May 2007 - Mar 2010 2

Mark Muntean has no recent exams reported.
Contact Info for Mark A. Muntean
Phone Number: 330-896-6250
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Mark Muntean and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.