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George E. Newfield

Cornerstone Financial Management LLC

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About George E. Newfield

George E. Newfield is an Investment Advisor Representative at Cornerstone Financial Management LLC. George has been working in the financial services industry since 2008 and holds the Series 6 and Series 63 licenses. George is also a Certified Financial Planner and a Chartered Financial Analyst. George has a wealth of experience in providing financial advice to individuals and families. George is dedicated to helping clients achieve their financial goals.

Firm Information

George Newfield is currently registered with Cornerstone Financial Management LLC. Cornerstone Financial Management LLC is an investment advisor based in Burlington, MA, with approximately $113,877,241 in regulatory assets under management. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. Cornerstone Financial Management LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Cornerstone Financial Management LLC

10 MALL ROAD

BURLINGTON, MA 01803-4131

$113.88M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Newfield’s Registration & Firm History

RI

03/12/2021 - Present

Cornerstone Financial Management LLC (NORTH KINGSTOWN RI)

MA

05/01/2010 - 07/23/2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

07/15/2008 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 08/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George E. Newfield.
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