Nick Dionisos
Investment adviser representative at Cornerstone Wealth Management
31 yearsExperience
2 statesRegistered in
$628.7MFirm assets
30 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Cornerstone Wealth ManagementApr 2007 to now
- Dagco, Inc.Dec 1995 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Cornerstone Wealth Management
Legal name: Dagco, Inc.
$628.7MAssets managed
463Clients
5Advisers
30 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
- 5318879
- Firm CRD
- 106950