Carlisle
Mott
Cornerstone Wealth Management, LLC
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About this Advisor
Carlisle Mott is a financial advisor working out of Leonard, Texas, who has 8 years of industry experience. Mott is an employee of Cornerstone Wealth Management, LLC. Over the course of their career, Mott has held roles at Lpl Financial LLC, 360 Wealth Management LLC and Cornerstone Wealth Management, LLC. Mott has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Ohio and Texas. Cornerstone Wealth Management, LLC is a firm that has its headquarters in Saint Peters, MO. It has offices in 48 locations and a total of 153 people on staff. It has $3 billion in assets across its 17,400 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 51 charities and foundations. Of its 17,400 accounts, 97% belong to high-net-worth individuals who have more than $1 million in assets. The business offers 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 for financial management are based on which services the firm provides the client. However, fees charged by Cornerstone Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management, LLC Brokerage Details
$3,119,640,218
153
17,400
$179,290
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
Carlisle Mott Work History
Carlisle has been registered as a financial advisor for 8 years.*
Cornerstone Wealth Management, LLC
Lpl Financial LLC
360 Wealth Management LLC
*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 Carlisle Mott 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, LLC
Norfork, AR
Midlothian, VA
Saint Louis, MO
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Waverly, TN
Seattle, WA
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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