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Samuel Winters Richwine

Cornerstone Management, Inc.

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About Samuel Winters Richwine

Samuel Winters Richwine is a financial advisor who has been in the industry since 2007. Samuel currently works for Cornerstone Management, Inc. in Duluth, GA and previously worked for Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and SunTrust Robinson Humphrey, Inc. Samuel specializes in providing financial planning services to individuals, businesses, and charitable organizations. Samuel holds a Series 7, Series 63, and Series 79 license. Samuel is a Chartered Financial Analyst.

Firm Information

Samuel Richwine is currently registered with Cornerstone Management, Inc.. Cornerstone Management, Inc. is an investment advisor headquartered in Duluth, GA. The firm manages over $1.67 billion in assets for a variety of clients, including charitable organizations, high net worth individuals, and individuals other than high net worth. Cornerstone provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.
Cornerstone Management, Inc.

3237 SATELLITE BLVD

DULUTH, GA 30096

$1.67B

Assets Under Management

11

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Samuel Richwine’s Registration & Firm History

GA

02/14/2014 - Present

Cornerstone Management, Inc. (DULUTH GA)

GA

05/02/2012 - 08/23/2012

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

07/08/2011 - 05/14/2012

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

GA

12/18/2007 - 07/15/2009

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Winters Richwine.
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