Donald M. Dusick

CORNERSTONE FINANCIAL

Atlanta, GA 30318

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CRD#: 1543107

Professional summary

Donald Michael Dusick JR, who also goes by Don Dusick, Donald Micheal Dusick Jr, Donald Micheal Dusick, is a registered financial advisor currently at CORNERSTONE FINANCIAL located in Atlanta, Georgia.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Donald has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Dusick | Donald Micheal Dusick Jr | Donald Micheal Dusick

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) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; 5 hours/month; 5 hours/month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Michael Dusick JR'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

August 28, 2025 - Present

CORNERSTONE FINANCIAL

Office #1: 275 14th Street Nw, Atlanta, GA 30318

RIA

CRD#: 125494

Atlanta, GA

Past

November 1, 2010 - June 29, 2021

DEMPSEY LORD SMITH, LLC

CRD#: 141238

ATLANTA, GA

Past

January 11, 2010 - November 1, 2010

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

ATLANTA, GA

Past

January 2, 2001 - December 31, 2009

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

December 12, 1997 - December 31, 2000

CENTENNIAL CAPITAL MANAGEMENT, INC.

CRD#: 38988

ATLANTA, GA

Past

April 24, 1995 - December 15, 1997

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

July 30, 1990 - April 25, 1995

BUCKHEAD FINANCIAL CORPORATION

CRD#: 18398

Past

January 9, 1990 - July 31, 1990

PLANNED INVESTMENTS INC.

CRD#: 5066

ATLANTA, GA

Past

January 5, 1989 - January 16, 1990

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

July 30, 1987 - January 9, 1989

FIDELITY EQUITY SERVICES CORPORATION

CRD#: 17455

Past

September 2, 1986 - January 14, 1987

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/28/2025)

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

State Security Law Exam

IAR

Series 65

Date: 8/27/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1989

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/30/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/24/1991

General Securities Principal Examination

Current Firm

CORNERSTONE FINANCIAL

CORNERSTONE FINANCIAL | CORNERSTONE FINANCIAL MANAGEMENT, LLC | CORNERSTONE FINANCIAL MANAGEMENT

CRD#: 125494 / SEC#:

Georgia

Registered Investment Advisory firm - (5/5/1998 Approved)

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Contact information

Main Address

275 14th Street Nw, Atlanta, GA 30318

Mailing Address

Phone number

(404) 874-3111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	330
AUM (Assets Under Management)	$ 104,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Donald M. Dusick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Michael Dusick JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEMPSEY LORD SMITH, LLC

RESOURCE HORIZONS GROUP LLC

TRIAD ADVISORS LLC

CENTENNIAL CAPITAL MANAGEMENT, INC.

FSC SECURITIES CORPORATION

BUCKHEAD FINANCIAL CORPORATION

PLANNED INVESTMENTS INC.

CETERA ADVISORS LLC

FIDELITY EQUITY SERVICES CORPORATION

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2025

Series 63

Date: 8/28/1986

SIE

Date: 10/1/2018

Series 7

Date: 1/21/1989

Series 6

Date: 8/30/1986

Series 24

Date: 10/24/1991

Current Firm

CORNERSTONE FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE FINANCIAL

TRUST BUT VERIFY

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