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MC

Michael S. Cornfeld

HERITAGE INVESTORS MANAGEMENT CORP
BETHESDA, MD 20814
Some features on this profile are disabled
CRD#: 1783964
MC

Professional summary

Michael Stewart Cornfeld is a registered financial advisor currently at HERITAGE INVESTORS MANAGEMENT CORP located in Bethesda, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Stewart Cornfeld's CRS (Customer Relationship Summary).
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

October 19, 1990 - Present

HERITAGE INVESTORS MANAGEMENT CORP

Office #1: 7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814
RIA
CRD#: 110420
BETHESDA, MD

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".
HI
HERITAGE INVESTORS MANAGEMENT CORP
HERITAGE INVESTORS MANAGEMENT CORP

CRD#: 110420 / SEC#: 801-10612

RIA
Registered Investment Advisory firm - (2/26/1975 Approved)

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
Maryland
(10/19/1990)
IAR
Texas
(8/22/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/25/1994
Uniform Investment Adviser Law Examination

Current Firm

HI
HERITAGE INVESTORS MANAGEMENT CORP
HERITAGE INVESTORS MANAGEMENT CORP

CRD#: 110420 / SEC#: 801-10612

RIA
Registered Investment Advisory firm - (2/26/1975 Approved)
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Contact information

Main Address
7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878
Mailing Address
Phone number
(301) 951-0440
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV - JULY 2025 (7/17/2025)

Regulatory assets under management

Total Number of Accounts1,426
AUM (Assets Under Management)$ 4,180,784,341

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/26/2024
Cover Page
Report
01/30/2024
Cover Page
Report
12/07/2022
Cover Page
Report

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.

Company Information

HERITAGE INVESTORS MANAGEMENT CORP

CRD#: 110420Bethesda, MD 20814

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