George E. Newfield
Investment adviser representative at Cornerstone Financial Management LLC
12 yearsExperience
4 statesRegistered in
CFP® certification, CFADesignations
$167MFirm 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Cornerstone Financial Management LLCMar 2021 to now
- Bank of AmericaSep 2014 to Feb 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 4 states (CT, MA, RI, TX).
Cornerstone Financial Management LLC
$167MAssets managed
108Clients
4Advisers
2 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
- 5540958
- Firm CRD
- 140967