Nicholas Christian Stoner
Investment adviser representative at Cornerstone Management, Inc.
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
22 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
- Pension consulting
Experience
10 years in the industry.
- Cornerstone Management, Inc.Feb 2026 to now
- Marlin AcademyAug 2023 to Sep 2024
- Capital GroupDec 2019 to Jan 2026
- Direct Connect LogisticsApr 2019 to Dec 2019
- Northwestern Mutual Wealth Management CompanyJun 2018 to Feb 2019
- Northwestern Mutual Investment Services LLCMar 2018 to Feb 2019
- Northwestern Mutual Life Insurance CompanyDec 2017 to Feb 2019
- UnemployedNov 2017 to Dec 2017
- Edward JonesOct 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6714606
- Firm CRD
- 125828