David Darmour

CORNERSTONE INVESTMENT ADVISORS

Boulder, CO 80301

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CRD#: 2382704

Professional summary

David Darmour, CFP® is a registered financial advisor currently at CORNERSTONE INVESTMENT ADVISORS, LLC located in Boulder, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 2 firms and has passed the Series 63 and Series 65 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.) TFA Holdings, LLC, not investment-related, 1790 38th Street, Suite #207, Boulder, CO 80301, Fiduciary Support Services, Member, Start Date 09/26/2012, approximately 1 hour per month with 1 hour per month during securities trading hours, Duties are providing assistance and support as needed with administration of business and preparing annual income tax filings

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Darmour'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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

November 30, 2001 - Present

CORNERSTONE INVESTMENT ADVISORS, LLC

Office #1: 1790 38th Street Suite 207, Boulder, CO 80301

RIA

CRD#: 116447

Boulder, CO

Past

April 28, 2000 - December 31, 2009

PEREGRINE INVESTMENT MANAGEMENT & WEALTH ADVISORS, LLC

RIA

CRD#: 112730

BOULDER, CO

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".

CORNERSTONE INVESTMENT ADVISORS, LLC

CHANNER DARMOUR YANARI, LLC | CORNERSTONE INVESTMENT ADVISORS, LLC

CRD#: 116447 / SEC#: 801-63198

RIA

Registered Investment Advisory firm - (6/3/2004 Approved)

Colorado

Registered Investment Advisory firm - (7/1/2004 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(11/30/2001)

IAR

Texas
(3/20/2017)

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

Series 63

Date: 7/26/1993

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/22/1993

Uniform Investment Adviser Law Examination

Current Firm

CORNERSTONE INVESTMENT ADVISORS, LLC

CHANNER DARMOUR YANARI, LLC | CORNERSTONE INVESTMENT ADVISORS, LLC

CRD#: 116447 / SEC#: 801-63198

RIA

Registered Investment Advisory firm - (6/3/2004 Approved)

Colorado

Registered Investment Advisory firm - (7/1/2004 Terminated)

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Contact information

Main Address

1790 38th Street Suite 207, Boulder, CO 80301

Mailing Address

Phone number

(303) 545-5400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 152,838,487

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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David Darmour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Darmour's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE INVESTMENT ADVISORS, LLC

PEREGRINE INVESTMENT MANAGEMENT & WEALTH ADVISORS, LLC

Primary Firm SEC Registration

CORNERSTONE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/26/1993

Series 65

Date: 7/22/1993

Current Firm

CORNERSTONE INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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