George Anastasakis

CORNERSTONE ASSET MANAGEMENT SERVICES

Broadview Heights, OH 44147

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CRD#: 1430504

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 13, 2006 - Present

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

Office #1: 1000 W Wallings Rd Suite D, Broadview Heights, OH 44147

RIA

CRD#: 137712

Broadview Heights, OH

Current

June 29, 2007 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 1000 W. Wallings Rd. Suite D, Broadview Hts., OH 44147

CRD#: 124583

Broadview Hts., OH

Past

January 4, 2005 - July 9, 2007

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

PARMA, OH

Past

January 17, 2003 - December 31, 2005

QUESTAR CAPITAL CORPORATION

RIA

CRD#: 43100

PARMA, OH

Past

January 28, 2002 - July 3, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

PARMA, OH

Past

December 10, 1985 - January 30, 2002

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

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

Visual representation of state registrations

Michigan
(3/14/2022)

IAR

Ohio
(1/13/2006)

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

State Security Law Exam

Series 63

Date: 1/23/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/9/1985

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

CRD#: 137712 / SEC#: 801-68417

RIA

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

Arizona

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

Indiana

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

Kansas

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

Michigan

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

Montana

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

Ohio

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

Texas

Registered Investment Advisory firm - (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).

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Contact information

Main Address

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

Mailing Address

Phone number

(440) 746-0707

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	494
AUM (Assets Under Management)	$ 36,697,255

Red Flags

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.

Contact information

xxxxx@xxxx.xxx

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George Anastasakis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

J.W. COLE FINANCIAL, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR CAPITAL CORPORATION

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/23/2001

SIE

Date: 10/1/2018

Series 6

Date: 12/9/1985

FINRA

Current Firm

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

TRUST BUT VERIFY

Contact information

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