Chief Compliance Officer · Cornerstone Wealth Advisors, Inc.
Michael W Sellman
CRD 5261051 · 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 Michael W Sellman on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Cornerstone Wealth Advisors, Inc.Chief Compliance OfficerWealth manager · Carlsbad, CA · $146M in regulatory assets
AtlasMembers
Michael’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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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Denise A. BarrettChief Executive 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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.