Cornerstone Capital Systems, Inc.

Cornerstone Capital Systems, Inc. (CRD# 132317) is a financial advisory firm headquartered in Richmond, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cornerstone Capital Systems, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Horace Stonework
CRD#: 6169339
3150 Hilltop Mall Road #60, Richmond, CA 94806
87
Wealthminder
score

Horace Stonework (CRD# 6169339) is an Investment Advisor Representative working at Cornerstone Capital Systems, Inc. in Richmond, CA and has 1 year of experience in the finance industry.

2
James W. Sweeney
CRD#: 6169502
3150 Hilltop Mall Road #60, Richmond, CA 94806
87
Wealthminder
score

James Sweeney (CRD# 6169502) is an Investment Advisor Representative working at Cornerstone Capital Systems, Inc. in Richmond, CA and has 1 year of experience in the finance industry.

3
George A. Egan
CRD#: 1989979
3150 Hilltop Mall Road #60, Richmond, CA 94806
86
Wealthminder
score

George Egan (CRD# 1989979) is an Investment Advisor Representative working at Cornerstone Capital Systems, Inc. in Richmond, CA and has over 22 years of experience in the finance industry. George Egan 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.

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