Cornerstone Wealth Management LLC

Cornerstone Wealth Management LLC (CRD# 119560) is a financial advisory firm headquartered in , . They manage $59,492,813 in 79 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $753,074
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Cornerstone Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Leslie J. Nanberg
CRD#: 4526640
Boston, MA

Leslie Nanberg (CRD# 4526640) is an Investment Advisor Representative working at Cornerstone Wealth Management LLC in Boston, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.