Kevin
Arruda
Cornerstone Financial Management LLC
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About this Advisor
Kevin Arruda is a financial advisor based in North Kingstown, Rhode Island, working with Cornerstone Financial Management LLC. Kevin has previously held positions at Bank Of America, Citizens Bank, and Cornerstone Financial Management LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Kevin is part of Cornerstone Financial Management LLC, which operates out of North Kingstown, Rhode Island. The firm has 1 office and 3 employees. The firm manages assets totaling $113.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Cornerstone Financial Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Financial Management LLC Brokerage Details
$113,877,241
3
364
$312,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kevin Arruda Work History
Cornerstone Financial Management LLC
Bank Of America
Citizens Bank
Disclosures
Please visit the SEC profile of Kevin Arruda 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 Financial Management LLC
North Kingstown, RI
North Kingstown, RI
Burlington, MA
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