Bryan C. Taylor

CORNERSTONE MANAGEMENT

Duluth, GA 30096

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CRD#: 2681836

Professional summary

Bryan Charles Taylor is a registered financial advisor currently at CORNERSTONE MANAGEMENT, INC. located in Duluth, Georgia.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Bryan has worked at 3 firms and has passed the Series 63, Series 7 and Series 52 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Charles Taylor'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

August 29, 2005 - Present

CORNERSTONE MANAGEMENT, INC.

Office #1: 3237 Satellite Blvd Suite 400, Duluth, GA 30096

RIA

CRD#: 125828

Duluth, GA

Past

July 6, 2006 - November 15, 2007

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

Past

March 26, 2003 - December 31, 2004

CORNERSTONE MANAGEMENT, INC.

RIA

CRD#: 125828

NORCROSS, GA

Past

April 8, 1997 - April 7, 2004

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

Past

November 20, 1995 - April 15, 1997

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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 MANAGEMENT, INC.

CORNERSTONE MANAGEMENT, INC. | FINANCIAL ADVISORY CONSULTANTS,INC.

CRD#: 125828 / SEC#: 801-63080

RIA

Registered Investment Advisory firm - (5/11/2004 Approved)

Georgia

Registered Investment Advisory firm - (12/31/2004 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

Georgia
(8/29/2005)

IAR

Texas
(2/6/2007)

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.

Exams

State Security Law Exam

Series 63

Date: 12/1/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/11/1996

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 11/17/1995

Municipal Securities Representative Examination

Current Firm

CORNERSTONE MANAGEMENT, INC.

CORNERSTONE MANAGEMENT, INC. | FINANCIAL ADVISORY CONSULTANTS,INC.

CRD#: 125828 / SEC#: 801-63080

RIA

Registered Investment Advisory firm - (5/11/2004 Approved)

Georgia

Registered Investment Advisory firm - (12/31/2004 Terminated)

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Contact information

Main Address

3237 Satellite Blvd Suite 400, Duluth, GA 30096

Mailing Address

Phone number

(770) 449-7799

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORNERSTONE MANAGEMENT, INC. COMPLETE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,478
AUM (Assets Under Management)	$ 1,895,645,870

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
11/22/2024	Cover Page	Report
02/21/2024	Cover Page	Report
11/17/2022	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.

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Bryan C. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Charles Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHEAST SECURITIES, LLC

CORNERSTONE MANAGEMENT, INC.

NORTHEAST SECURITIES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

CORNERSTONE MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/1/1995

Series 7

Date: 3/11/1996

Series 52

Date: 11/17/1995

Current Firm

CORNERSTONE MANAGEMENT, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORNERSTONE MANAGEMENT, INC.

TRUST BUT VERIFY

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