Whitney Anne Pappas
Investment adviser representative at Cornerstone Wealth
13 yearsExperience
2 statesRegistered in
$2.5BFirm assets
8 yearsFirm in business
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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
13 years in the industry.
- Cornerstone WealthNov 2025 to now
- Cornerstone Wealth Group, LLCNov 2025 to now
- Domain Money Advisors LLCSep 2025 to now
- Whitney PappasJan 2025 to Sep 2025
- Compound PlanningJan 2024 to Dec 2024
- Empower Advisory Group, LLCApr 2023 to Jan 2024
- Personal Capital Advisors CorporationNov 2013 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5197056
- Firm CRD
- 289971