Investment adviser representative · Cornerstone Family Office, LLC
Carrie A. Rosko
CRD 4580286 · Mayfield Heights, OH
At a glance
Carrie A. Rosko is an investment adviser representative with Cornerstone Family Office, LLC in Mayfield Heights, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carrie’s SEC record dates to 2003, about 23 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Cornerstone Family Office, LLCSince May 2003Mayfield Heights, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carrie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.