Thomas L Balis
Investment adviser representative at Cornerstone Portfolio Research
11 yearsExperience
1 stateRegistered in
CFADesignation
$444.3MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Cornerstone Porfolio ResearchJul 2021 to now
- Cornerstone Portfolio ResearchDec 2020 to now
- UnemployedJun 2020 to Dec 2020
- Hoover Financial AdvisorsJun 2015 to Jun 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cornerstone Portfolio Research
Legal name: Balis Enterprises LLC
$444.3MAssets managed
3Clients
5Advisers
5 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
- 4626837
- Firm CRD
- 315130