Managing Member · Cornerstone Wealth Management, LLC
Dean A. Millonas
CRD 2490696 · Named on Form ADV at one SEC-registered adviser
At a glance
Cornerstone Wealth Management, LLC, an SEC-registered wealth manager based in DES Peres, MO with $4.9 billion in regulatory assets, lists Dean A. Millonas on its Form ADV as Managing Member, a control person.
Firms and roles
- Cornerstone Wealth Management, LLCManaging MemberWealth manager · DES Peres, MO · $4.9B in regulatory assets
AtlasMembers
Dean’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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (11)
- Joseph M. KeiferManaging Member, Cornerstone Wealth Management, LLC
- Donald P. AulbertMember, Cornerstone Wealth Management, LLC
- Patrick J. LodesMember, Cornerstone Wealth Management, LLC
- Christopher J. SwensonMember, Cornerstone Wealth Management, LLC
- Thomas S. GoodenChief Compliance Officer & Member, Cornerstone Wealth Management, LLC
6 more people named with Dean on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.