Cornerstone Wealth & Tax Advisory Group

Cornerstone Wealth & Tax Advisory Group (CRD# 159956) is a financial advisory firm headquartered in Roseville, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.


Financial Advisors at Cornerstone Wealth & Tax Advisory Group
Showing 1 - 1 of 1 top financial advisors.
Douglas A. Clancy
CRD#: 5070195
1540 Eureka Road, Suite 101, Roseville, CA 95661

Douglas Clancy (CRD# 5070195) is an Investment Advisor Representative working at Cornerstone Wealth & Tax Advisory Group in Roseville, CA and has over 11 years of experience in the finance industry.

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