Matthew
Sandberg
Cornerstone Wealth
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About this Advisor
Matthew Sandberg is a certified financial planner operating in Huntersville, North Carolina with 5 years of relevant experience. Sandberg is an employee of Cornerstone Wealth. Throughout their career, they have worked at University Of North Carolina At Chapel Hill, Fiserv, Lpl Financial, LLC, Cornerstone Financial Partners, Cornerstone Wealth Group, LLC and Mutual Securities, Inc. Sandberg has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Cornerstone Wealth is an advisory company that has its headquarters in Huntersville, NC. The investment advisory business has offices in five locations and a total of 35 advisors. It handles $1 billion in assets across its 2,037 accounts, making it one of the larger firms in the United States by assets under management. Of its 2,037 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Cornerstone Wealth most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Brokerage Details
$1,118,483,263
35
2,037
$549,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Sandberg Work History
Matthew has been registered as a financial advisor for 5 years.*
Cornerstone Wealth Group, LLC
Mutual Securities, Inc
Lpl Financial, LLC
Cornerstone Financial Partners
Fiserv
University Of North Carolina At Chapel Hill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Sandberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Wealth
Belmont, NC
Huntersville, NC
Greensboro, NC
Lexington, SC
Greenville, SC
Huntersville, NC
Huntersville, NC
Huntersville, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
