Cornerstone Investment Services

Cornerstone Investment Services (CRD# 129164) is a financial advisory firm headquartered in Providence, RI. They manage $37,228,636 in 300 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $124,095
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
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.

CT, FL, MA, ME, NH, RI, TX

Financial Advisors at Cornerstone Investment Services
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey J. Knight
CRD#: 2431351
245 Waterman St, Providence, RI 02906
93
Wealthminder
score

Jeffrey Knight (CRD# 2431351) is an Investment Advisor Representative working at Cornerstone Investment Services in Providence, RI and has over 23 years of experience in the finance industry.

2
John J. Riley
CRD#: 1445860
245 Waterman Ave Ste 301, Providence, RI 02916
83
Wealthminder
score

John Riley (CRD# 1445860) is an Investment Advisor Representative working at Cornerstone Investment Services in Providence, RI and has over 31 years of experience in the finance industry.

3
Bennett J. Bergman
CRD#: 5602446
245 Waterman Street, Suite 301, Providence, RI 02906
81
Wealthminder
score

Bennett Bergman (CRD# 5602446) is an Investment Advisor Representative working at Cornerstone Investment Services in Providence, RI and has over 8 years of experience in the finance industry.

4
Michael C. Curtis
CRD#: 1452785
245 Waterman Street, Suite 301, Providence, RI 02906
81
Wealthminder
score

Michael Curtis (CRD# 1452785) is an Investment Advisor Representative working at Cornerstone Investment Services in Providence, RI and has over 31 years of experience in the finance industry.

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