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George Robert Scott

Investment adviser representative at Cornerstone Wealth Management Group
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$284.7MFirm 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
  • Seminars and workshops

Experience

14 years in the industry.

  1. Cornerstone Wealth Management GroupJan 2022 to now
  2. Cornerstone Wealth, LLCJan 2022 to now
  3. Edward JonesJan 2018 to Jan 2022
  4. Greeneville Federal Bank FsbNov 2012 to Jan 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (TN).

Cornerstone Wealth Management Group

Legal name: Cornerstone Wealth, LLC

$284.7MAssets managed
582Clients
3Advisers
4 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
6899431
Firm CRD
313269
Advisor's SEC record (opens in a new tab)
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