Cornerstone Wealth Advisors, Inc.

Cornerstone Wealth Advisors, Inc. (CRD# 309544) is a financial advisory firm headquartered in Carlsbad, CA. They manage $98,500,000 in 350 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008
https://linkedin.com/company/1798870/
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $281,429
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Cornerstone Wealth Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Denise Barrett, financial advisor Carlsbad CA
Denise A. Barrett
CRD#: 6377547
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008

Denise Barrett (CRD# 6377547) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 9 years of experience in the finance industry.

2
Lucinda Salinas, financial advisor Carlsbad CA
Lucinda A. Salinas
CRD#: 1588638
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008

Lucinda Salinas (CRD# 1588638) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 36 years of experience in the finance industry.

3
Michael Sellman, financial advisor Carlsbad CA
Michael W. Sellman
CRD#: 5261051
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008

Michael Sellman (CRD# 5261051) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 16 years of experience in the finance industry.

4
Brian Smith, financial advisor Oceanside CA
Brian P. Smith
CRD#: 2662335
Oceanside, CA

Brian Smith (CRD# 2662335) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Oceanside, CA and has over 28 years of experience in the finance industry.

5
Cameron Ziegler, financial advisor Carlsbad CA
Cameron J. Ziegler
CRD#: 7048457
1808 Aston Avenue, Suite 150, Carlsbad, CA 92008

Cameron Ziegler (CRD# 7048457) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA and has over 5 years of experience in the finance industry.

6
Nabil Andeshmand, financial advisor Dublin CA
Nabil Andeshmand
CRD#: 6519350
11740 Dublin Blvd, Ste 200, Dublin, CA 94568

Nabil Andeshmand (CRD# 6519350) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Dublin, CA and has 1 year of experience in the finance industry.

7
Leena Faiz, financial advisor Dublin CA
Leena Faiz
CRD#: 7607065
11740 Dublin Blvd, Suite 200, Dublin, CA 94568

Leena Faiz (CRD# 7607065) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Dublin, CA and has 1 year 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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