Eric Shannon Smith
Investment adviser representative at Cornerstone Wealth Management, LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Cornerstone Wealth Management, LLCFeb 2018 to now
- LPL Financial LLCMay 2011 to now
- Lifetime Planning, Inc.Jan 1999 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cornerstone Wealth Management, LLC
$4.9BAssets managed
12,691Clients
90Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2909500
- Firm CRD
- 164666