CE
Charles R. Eller
CORNERSTONE WEALTH MANAGEMENT
St. Louis, MO
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CRD#: 2948816
CE
Professional summary
Charles Richard Eller is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT, LLC located in St. Louis, Missouri and LPL FINANCIAL LLC located in St Louis, Missouri.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Charles has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Richard Eller'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®
NoneExperience
Current
May 4, 2015 - Present
CORNERSTONE WEALTH MANAGEMENT, LLC
RIA
CRD#: 164666
St. Louis, MO
Current
May 1, 2015 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
ST LOUIS, MO
Past
March 30, 2012 - May 5, 2015
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
KIRKWOOD, MO
Past
March 30, 2012 - May 5, 2015
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
KIRKWOOD, MO
Past
October 24, 2011 - April 10, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHESTERFIELD, MO
Past
October 21, 2010 - April 10, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
CHESTERFIELD, MO
Past
July 12, 2010 - October 11, 2010
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ST LOUIS, MO
Past
April 11, 2005 - July 7, 2008
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
July 2, 2004 - April 14, 2005
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
October 2, 2002 - August 5, 2003
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
FRANKLIN, TN
Past
May 14, 2001 - October 10, 2002
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
March 2, 2001 - May 18, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
November 11, 1997 - March 15, 2001
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
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".
CW
CORNERSTONE WEALTH MANAGEMENT, LLC
ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC
CRD#: 164666 / SEC#: 801-76973
RIA
Registered Investment Advisory firm - (8/15/2012 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(5/1/2015)
RR
Missouri(5/1/2015)
IAR
Missouri(5/7/2015)
RR
Texas(1/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CORNERSTONE WEALTH MANAGEMENT, LLC
ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC
CRD#: 164666 / SEC#: 801-76973
RIA
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Contact information
Main Address
7417 Mexico Road Suite 104, St. Peters, MO 63376
Mailing Address
Phone number
(636) 397-6200
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,813 |
| AUM (Assets Under Management) | $ 4,082,513,557 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORNERSTONE WEALTH MANAGEMENT, LLC
CRD#: 164666St. Louis, MOTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
