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Tamara Sillay Richwine

CORNERSTONE MANAGEMENT
DULUTH, GA
·CRD# 1234051·42 years experience

Professional Summary

Tamara Sillay Richwine, who also goes by Tamara Nan Sillay, is a registered financial advisor currently at CORNERSTONE MANAGEMENT, INC. located in Duluth, Georgia. Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Tamara has worked at 10 firms and has passed the Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tamara Nan Sillay

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

CORNERSTONE MANAGEMENT, INC.·CRD# 125828
RIA
3237 Satellite Blvd Suite 400, Duluth, GA 30096
August 29, 2005 - Present
NORTHEAST SECURITIES, LLC·CRD# 25996
BD
Mitchelfield, NY
September 18, 2006 - November 15, 2007
CORNERSTONE MANAGEMENT, INC.·CRD# 125828
RIA
Norcross, GA
May 6, 2003 - December 31, 2004
NORTHEAST SECURITIES, LLC·CRD# 25996
BD
Mitchelfield, NY
March 20, 1997 - April 7, 2004
ARGENT SECURITIES, INC.·CRD# 15297
BD
Atlanta, GA
March 10, 1995 - May 1, 1995
NORTH AMERICAN FINANCIAL GROUP, INC.·CRD# 22273
BD
Warren, MI
December 9, 1991 - March 9, 1993
ARGENT SECURITIES, INC.·CRD# 15297
BD
Atlanta, GA
January 5, 1990 - December 16, 1991
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
November 19, 1989 - January 12, 1990
INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403
BD
August 29, 1989 - November 19, 1989
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
July 23, 1986 - January 29, 1987
BLACKSTOCK & CO., INC.·CRD# 8469
BD
April 11, 1985 - June 24, 1985
CRALIN & CO., INC.·CRD# 7605
BD
June 7, 1984 - April 22, 1985
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
January 25, 1984 - April 26, 1984

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Current Firm

CM
CORNERSTONE MANAGEMENT, INC.

CORNERSTONE MANAGEMENT, INC. | FINANCIAL ADVISORY CONSULTANTS,INC.

CRD#: 125828 / SEC#: 801-63080
RIA
Registered Investment Advisory firm - SEC (5/11/2004 Approved)
Georgia
Registered Investment Advisory firm - Georgia (12/31/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3237 Satellite Blvd Suite 400, Duluth, GA 30096

Phone Number

(770) 449-7799

# of Employees

19

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORNERSTONE MANAGEMENT, INC. COMPLETE BROCHURE (7/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,514

AUM (Assets Under Management)

$2,286,345,234

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
11/22/2024Cover PageReport
02/21/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CM
CORNERSTONE MANAGEMENT, INC.

CORNERSTONE MANAGEMENT, INC. | FINANCIAL ADVISORY CONSULTANTS,INC.

CRD#: 125828 / SEC#: 801-63080
RIA
Registered Investment Advisory firm - SEC (5/11/2004 Approved)
Georgia
Registered Investment Advisory firm - Georgia (12/31/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(8/29/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1989About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 1984About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Tamara Sillay Richwine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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