Tamara Faith Notarianni
Investment adviser representative at Cornerstone Financial Management LLC
10 yearsExperience
1 stateRegistered in
$167MFirm assets
2 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 assetsFixed 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
10 years in the industry.
- Cornerstone Financial Management LLCAug 2024 to now
- Turf MasterMay 2024 to Jul 2024
- RebathSep 2023 to Mar 2024
- American United LifeMay 2023 to Aug 2023
- Oneamerica SecuritiesMay 2023 to Aug 2023
- Spinnaker Asset Management Inc.Feb 2022 to May 2023
- Northwestern MutualNov 2021 to Feb 2022
- Department of Environmental ManagementDec 2019 to Nov 2021
- Cranston Elementary SchoolJan 2019 to Dec 2019
- Codac East BaySep 2018 to Jan 2019
- North Rhode Island CollaborativeJan 2016 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (RI).
Cornerstone Financial Management LLC
$167MAssets managed
108Clients
4Advisers
2 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
- 7529060
- Firm CRD
- 140967