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
245 Waterman Street, Suite 301, Providence, RI 02906
https://www.facebook.com/cornerstoneri
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, MA, ME, RI, TX

Financial Advisors at Cornerstone Investment Services
Showing 1 - 2 of 2 top financial advisors.
1
Michael Curtis, financial advisor Providence RI
Michael C. Curtis
CRD#: 1452785
245 Waterman Street, Suite 301, Providence, RI 02906

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, financial advisor Providence RI
John J. Riley
CRD#: 1445860
245 Waterman Ave Ste 301, Providence, RI 02916

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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