Director of Financial Planning · Cornerstone Wealth Management
Christina K. Fanourakis
CRD 5169784 · Named on Form ADV at one SEC-registered adviser
At a glance
Cornerstone Wealth Management, an SEC-registered wealth manager based in Westlake, OH with $629 million in regulatory assets, lists Christina K. Fanourakis on its Form ADV as Director of Financial Planning.
Firms and roles
- Cornerstone Wealth ManagementDirector of Financial PlanningWealth manager · Westlake, OH · $629M in regulatory assets
AtlasMembers
Christina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Nicholas M. KaplanDirector of Wealth Management, Cornerstone Wealth Management
- Nick DionisosPresident and Senior Investment Consultant, Cornerstone Wealth Management
- Michael W. KelleyVice President, Cornerstone Wealth Management
- Edmund V. MaloneChief Compliance Officer, Cornerstone Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.