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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-22-2017
- Office Locations
- 9
Office Locations
About Cornerstone Wealth
Cornerstone Wealth is a fiduciary advisory firm providing personalized financial planning and wealth management for individuals, couples, and families, with a strong emphasis on retirement planning. Services span risk/insurance reviews, tax and estate planning support, and investment management including account consolidation, asset allocation, portfolio construction, and ongoing portfolio reviews. Based in Huntersville, NC with offices in NC and SC; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY ALAN CARBONE
Advisor, PARTNER
- CRD
- #2104647
- Ownership
- Less than 5%
TERRI E FIESSINGER
Chief Financial Officer, Chief Operating Officer, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Sean Michael Bandazian
Advisor
- CRD
- #5605079
Robert William Benton
Director, Financial Advisor
- CRD
- #6928217
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,487,042,824 | $1,093,686 |
| Non-Discretionary | $0 | -- |
| Total | $2,487,042,824 | $1,093,686 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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