Samuel Winters Richwine
Investment adviser representative at Cornerstone Management, Inc.
13 yearsExperience
2 statesRegistered in
CFADesignation
$2.3BFirm 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
13 years in the industry.
- Cornerstone Management, Inc.Dec 2013 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Cornerstone Management, Inc.
$2.3BAssets managed
286Clients
9Advisers
22 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
- 5418599
- Firm CRD
- 125828