Chief Executive Officer · Cornerstone Wealth Advisors, Inc.
Denise A. Barrett
CRD 6377547 · Named on Form ADV at one SEC-registered adviser
At a glance
Cornerstone Wealth Advisors, Inc., an SEC-registered wealth manager based in Carlsbad, CA with $146 million in regulatory assets, lists Denise A. Barrett on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Cornerstone Wealth Advisors, Inc.Chief Executive OfficerWealth manager · Carlsbad, CA · $146M in regulatory assets
AtlasMembers
Denise’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
- 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
- Michael W SellmanChief Compliance Officer, Cornerstone Wealth Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Denise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.