Edmund
Malone

Cornerstone Wealth Management

CRD#7650779
Investment Advisor
in Westlake, OH

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About this Advisor

Edmund Malone is a financial advisor based out of Westlake, Ohio with 1 year of relevant experience. Malone is currently employed by Cornerstone Wealth Management. During their career, the advisor has held roles at Cornerstone Wealth Management and Bryant & Stratton College. Malone holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Ohio. Cornerstone Wealth Management is a financial advisory business based out of Westlake, OH. It oversees $330 million in assets under management among its 829 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 829 customer accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Cornerstone Wealth Management provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely vary depending on the financial services provided. However, fee types charged by Cornerstone Wealth Management can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27366 Center Ridge Road
Westlake, OH 44145

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Cornerstone Wealth Management Brokerage Details

Total Assets Under Management

$329,921,552

OH Average: $2,106,341,625
Total Number of Employees

8

OH Average: 34
Total Number of Accounts

829

OH Average: 1,972
Average Account Size

$397,975

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Edmund Malone Work History

Edmund has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cornerstone Wealth Management

2012 - 2022 (10 years)

Bryant & Stratton College

*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 Edmund Malone 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 Management

Nicholas Kaplan
Westlake, OH
Brandon Davidson
Westlake, OH
Michael Kelley
Westlake, OH
Edmund Malone
Westlake, OH
Christina Fanourakis
Westlake, OH
Nick Dionisos
Westlake, OH

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.

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