Matthew James Sandberg
Investment adviser representative at Cornerstone Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
Are you Matthew James Sandberg? Claim your profile
Contact this firm
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
10 years in the industry.
- Cornerstone WealthJan 2018 to now
- Cornerstone Wealth Group, LLCDec 2017 to now
- Mutual Securities, Inc.Nov 2017 to now
- Cornerstone Financial PartnersMay 2016 to Dec 2017
- LPL Financial, LLCMay 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6636153
- Firm CRD
- 289971