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Chief Financial Officer and Treasurer · Cornerstone Trust Management Services LLC

Scott Stefani

CRD 7895203 · Named on Form ADV at one SEC-registered adviser

At a glance

Cornerstone Trust Management Services LLC, an SEC-registered asset manager based in Altamonte Springs, FL with $1.1 billion in regulatory assets, lists Scott Stefani on its Form ADV as Chief Financial Officer and Treasurer, a control person.

Firms and roles

AtlasMembers

Scott’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lorena TrujilloCCO, General Counsel, Secretary, Cornerstone Trust Management Services LLC
  • Lilly H. DonohueChief Executive Officer and President, Cornerstone Trust Management Services LLC
  • Karen S. SheeanChief People Officer, Cornerstone Trust Management Services LLC
  • William CorbettChief Investment Officer, Cornerstone Trust Management Services LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.