President, Chief Compliance Officer · Physicians Financial Services, Inc.
Cornelius T. McDonald
CRD 1288377 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Physicians Financial Services, Inc., an SEC-registered wealth manager based in Raleigh, NC with $482 million in regulatory assets, lists Cornelius T. McDonald on its Form ADV as President, Chief Compliance Officer, a control person. The SEC filings also name Cornelius at 1 other registered adviser.
Firms and roles
- Physicians Financial Services, Inc.President, Chief Compliance OfficerWealth manager · Raleigh, NC · $482M in regulatory assets
- The Wealth Group, LTDPresident/chief Compliance OfficerWealth manager · Raleigh, NC · $160M in regulatory assets
AtlasMembers
Cornelius’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Cornelius’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cornelius’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.