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Chief Operations Officer, Chief Financial Officer · Cornerstone Wealth

Terri E Fiessinger

CRD 6252802 · Named on Form ADV at one SEC-registered adviser

At a glance

Cornerstone Wealth, an SEC-registered wealth manager based in Huntersville, NC with $2.5 billion in regulatory assets, lists Terri E Fiessinger on its Form ADV as Chief Operations Officer, Chief Financial Officer, a control person.

Firms and roles

  • Cornerstone WealthChief Operations Officer, Chief Financial OfficerWealth manager · Huntersville, NC · $2.5B in regulatory assets

AtlasMembers

Terri’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

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