Trevor William Davis
Investment adviser representative at Cornerstone Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$4.9BFirm assets
14 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
13 years in the industry.
- Cornerstone Wealth Management, LLCFeb 2022 to now
- LPL Financial LLCSep 2021 to now
- Synergy Wealth SolutionsJun 2021 to Sep 2021
- Monmouth CollegeAug 2019 to Jun 2021
- Southwestern Illinois CollegeAug 2017 to Aug 2019
- Ron's ConstructionMay 2017 to Jun 2021
- Gibault Catholic High SchoolAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cornerstone Wealth Management, LLC
$4.9BAssets managed
12,691Clients
90Advisers
14 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
- 7253736
- Firm CRD
- 164666