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Cole Michael McCormack

Brownstone Investment Group, LLC

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About Cole Michael McCormack

Cole McCormack is a financial advisor registered with Brownstone Investment Group, LLC. Cole has passed the Series 7TO, Series 63 and SIE exams and is currently registered in California and New York.

Firm Information

Cole McCormack is currently registered with Brownstone Investment Group, LLC. Brownstone Investment Group, LLC is a Limited Liability Company formed in January 1997 and approved to operate in 19 states. They are registered with the Securities and Exchange Commission (SEC) and have a total of 19 state registrations, including California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Cole McCormack’s Registration & Firm History

NY

02/05/2024 - Present

Brownstone Investment Group, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Cole Michael McCormack.
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