GA

George Anastasakis

CORNERSTONE ASSET MANAGEMENT SERVICES

BROADVIEW HEIGHTS, OH

·CRD# 1430504·41 years registered

About George

Disclosures

Contact

Videos & Posts

Professional Background

Firm Detail

Other Business Activities

More

Professional Summary

George Anastasakis is a registered financial advisor currently at CORNERSTONE ASSET MANAGEMENT SERVICES, INC. located in Broadview Heights, Ohio and J.W. COLE FINANCIAL, INC. located in Broadview Hts., Ohio. George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. George has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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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

41 years registered in the securities industry

Current & Past Employments

Current

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.Current·CRD# 137712

RIA

1000 W Wallings Rd Suite D, Broadview Heights, OH 44147

January 13, 2006 - Present

J.W. COLE FINANCIAL, INC.Current·CRD# 124583

BD

1000 W. Wallings Rd. Suite D, Broadview Hts., OH 44147

June 29, 2007 - Present

Past

QUESTAR ASSET MANAGEMENT, INC.Past·CRD# 133358

RIA

Parma, OH

January 4, 2005 - July 9, 2007

QUESTAR CAPITAL CORPORATIONPast·CRD# 43100

BD

Parma, OH

January 28, 2002 - July 3, 2007

QUESTAR CAPITAL CORPORATIONPast·CRD# 43100

RIA

Parma, OH

January 17, 2003 - December 31, 2005

PFS INVESTMENTS INC.Past·CRD# 10111

BD

Duluth, GA

December 10, 1985 - January 30, 2002

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Current Firm

CA

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

CRD#: 137712 / SEC#: 801-68417

RIA

Registered Investment Advisory firm - SEC (6/11/2012 Terminated)

Arizona

Registered Investment Advisory firm - Arizona (3/28/2012 Approved)

Indiana

Registered Investment Advisory firm - Indiana (6/6/2012 Approved)

Kansas

Registered Investment Advisory firm - Kansas (6/8/2012 Approved)

Michigan

Registered Investment Advisory firm - Michigan (6/11/2012 Approved)

Montana

Registered Investment Advisory firm - Montana (5/15/2023 Approved)

Ohio

Registered Investment Advisory firm - Ohio (6/6/2012 Approved)

Texas

Registered Investment Advisory firm - Texas (6/5/2012 Approved)

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

1000 W Wallings Rd Suite D, Broadview Heights, OH 44147

Phone Number

(440) 746-0707

# of Employees

9

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

480

AUM (Assets Under Management)

$37,599,619

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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.

(1) CAM LLC; NOT INVESTMENT RELATED; OFFICE EXPENSES; 2 HRS/MONTH; COLLECTION OF RENTAL PAYMENTS; NOT AN OFFICER; NO CLIENTS INVOLVED

(2) OHIO FINANCIAL, ANASTASAKIS ASSOCIATES / DBA

(3) CORNERSTONE ASSET MAMANGEMENT / INDEPENDENT RIA / PRESIDENT / 5 HRS PER WEEK / INVESTMENT ADVISOR

(4) MTH HATS, LLC / MEMBER LLC / NON INVESTMENT RELATED / RETAIL SALES / 12 HRS PER MONTH / NO CLIENTS INVOLVED / OVERSEE BUSINESS OPERATIONS

(5) C. M. HYATT & ASSOCIATES / OWNER / NON INVESTMENT RELATED / NOTARY SERVICES / 2 HRS PER WEEK / NO CLIENTS INVOLVED / PAYROLL, MARKETING, OVERSIGHT OF BUSINESS OPERATIONS

(6) KATHERINE KAPOTTOS TRUST/ TRUSTEE FOR IMMEDIATE FAMILY MEMBER

(7) MTH Wellness; Retail; Not investment related; 109 E. Dartmoor Ave, Seven Hills, OH 44131; Member; Retail sales of misc. vitamins and supplements; Start 5/1/24; 5 hours/month during trading.

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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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Michigan
(3/14/2022)

IAR

Ohio
(1/13/2006)

RR

Ohio
(6/29/2007)

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.Note:This rule does not apply to broker-dealer activity.

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 Jan 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1985About the Series 6 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view George Anastasakis's CRS (Customer Relationship Summary).

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