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Brenda Hance Pressley

Investment adviser representative at Cornerstone Wealth
24 yearsExperience
1 stateRegistered in
PFSDesignation
$2.5BFirm 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Cornerstone WealthJan 2018 to now
  2. Cornerstone Wealth Group, LLCJan 2018 to now
  3. Brenda H. Pressley, Cpa, PaMar 2002 to now
  4. Cornerstone Financial PartnersOct 2015 to Dec 2017

Designations

  • PFS

Exams passed

  • Series 66 · Uniform Combined State Law1999
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (NC).

Cornerstone Wealth

Legal name: Cornerstone Wealth Group, LLC

$2.5BAssets managed
2,506Clients
30Advisers
8 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
3250243
Firm CRD
289971
Advisor's SEC record (opens in a new tab)
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