Mason Carhart
Investment adviser representative at Cornerstone Securities LLC
13 yearsExperience
1 stateRegistered in
$210MFirm assets
1 yearFirm 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
Experience
13 years in the industry.
- Cornerstone Securities LLCOct 2023 to now
- Sierra Ridge Wealth ManagementMay 2022 to Oct 2023
- Next Financial Group, IncAug 2021 to Oct 2023
- Lighthouse Financial Planners and AdvisorsJul 2021 to Oct 2023
- Mellelo Coffee RoastersJul 2020 to Oct 2020
- Food 4 LessJun 2018 to Aug 2018
- University of OregonSep 2017 to Jun 2021
- UnemployedJun 2017 to Sep 2017
- Dux BistroApr 2017 to Feb 2020
- Crater High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cornerstone Securities LLC
$210MAssets managed
900Clients
10Advisers
1 yearIn 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
- 7419795
- Firm CRD
- 140379