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BD

Bill Dragolas

CORNERSTONE ASSET MANAGEMENT SERVICES

BROADVIEW HEIGHTS, OH

·CRD# 2503996·32 years experience

Professional Summary

Bill Dragolas is a registered financial advisor currently at CORNERSTONE ASSET MANAGEMENT SERVICES, INC. located in Broadview Heights, Ohio and GT SECURITIES, INC. located in Los Angeles, California. Bill is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Bill has worked at 10 firms and has passed the Series 66, Series 63, Series 79TO, SIE and Series 7 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

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

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

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

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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UNIVERSITY HEIGHTS, OH · CRD#

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Years of Experience

32 years in the financial services industry

Current & Past Employments

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.·CRD# 137712

RIA

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

August 29, 2018 - Present

GT SECURITIES, INC.·CRD# 116012

BD

12130 Millennium Dr Suite 300, Los Angeles, CA 90094

April 1, 2021 - Present

MODERN CAPITAL SECURITIES INC.·CRD# 130876

BD

Raleigh, NC

July 17, 2020 - April 6, 2021

CITIZENS SECURITIES, INC.·CRD# 39550

RIA

Westlake, OH

July 7, 2016 - August 24, 2018

CITIZENS SECURITIES, INC.·CRD# 39550

BD

Westlake, OH

June 3, 2016 - August 24, 2018

ROBERT MORRIS CAPITAL MANAGEMENT, LLC·CRD# 135619

RIA

Gates Mills, OH

May 26, 2011 - October 18, 2011

ROBERT MORRIS CAPITAL MANAGEMENT, LLC·CRD# 135619

RIA

Willoughby, OH

March 31, 2006 - May 28, 2009

ROBERT MORRIS INVESTMENT ADVISORS, LLC·CRD# 139732

RIA

Willoughby, OH

March 15, 2006 - September 9, 2009

IDS LIFE INSURANCE COMPANY·CRD# 6321

BD

Minneapolis, MN

November 7, 2001 - February 14, 2006

AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363

RIA

Willoughby, OH

September 19, 1999 - February 14, 2006

AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363

BD

Willoughby, OH

May 20, 1998 - February 14, 2006

VESTAX SECURITIES CORPORATION·CRD# 10332

BD

Hudson, OH

December 15, 1997 - October 14, 1998

GOLDK INVESTMENT SERVICES, INC·CRD# 15514

BD

Boston, MA

February 5, 1997 - December 16, 1997

AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363

BD

Minneapolis, MN

August 31, 1994 - January 10, 1997

IDS LIFE INSURANCE COMPANY·CRD# 6321

BD

Minneapolis, MN

August 31, 1994 - December 11, 1997

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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

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.

President of Dynamic Education Solutions, LLC, located at 10766 Angela Dr, Kirtland, Ohio, 44094, a consulting business that works with school districts to streamline processes and provide frameworks for improvement. Responsible for bringing on clients, delivering previously designed templates, and coaching clients on implementation of changes. Activity commenced December 2, 2025. Devotes approximately 10 hours per month, with 1 hour during securities trading hours. Non-investment related activity. Founder and President of Fatcat Sportswear, an online clothing store based at 10766 Angela Drive, Kirtland OH 44094. Responsible for owning and operating the small online clothing store/label. Activity commenced September 1, 2025. Devotes approximately 10 hours per month, with 5 hours during securities trading hours. Non-investment related activity. Executive Director of CK Foundation, a non-profit organization located at 10766 Angela Dr, Kirtland, OH 44094, established to help families who lost a loved one to Covid. Responsible for overseeing fundraising and disbursement of funds. Activity commenced February 24, 2021. Devotes approximately 2 hours per month, with no hours during securities trading hours. Non-investment related activity. Life Insurance Agent operating as an Independent Life Insurance Agent at 10766 Angela Dr, Kirtland, OH 44094, providing life insurance solutions and fixed or index annuities to clients. Responsible for assisting clients with life insurance and annuity solutions. Activity commenced September 1, 2018. Devotes approximately 4 hours per month, with 2 hours during securities trading hours. Investment related activity. Investment Advisor Representative with Cornerstone Asset Management, a Registered Investment Advisory firm located at 1000 W. Wallings Rd, Suite D, Broadview Heights, OH 44147. Responsible for designing and managing client investment portfolios. Activity commenced September 1, 2018. Devotes approximately 10 hours per month, with 5 hours during securities trading hours. Investment related activity.

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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

California
(4/1/2021)

IAR

Ohio
(8/29/2018)

RR

Ohio
(4/1/2021)

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 66 — Uniform Combined State Law Examination

Passed Jul 2016About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1997About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Oct 2020About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2016About the Series 7 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Bill Dragolas's CRS (Customer Relationship Summary).

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BD

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