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BD

Bradford W. Dinsmore

CORNERSTONE CAPITAL
PALO ALTO, CA 94301
Some features on this profile are disabled
CRD#: 4345768
BD

Professional summary

Bradford Warren Dinsmore is a registered financial advisor currently at CORNERSTONE CAPITAL, INC. located in Palo Alto, California.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Bradford has worked at 1 firm .

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 Bradford Warren Dinsmore'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

July 8, 1997 - Present

CORNERSTONE CAPITAL, INC.

Office #1: 200 Homer Avenue, Palo Alto, CA 94301
RIA
CRD#: 105396
PALO ALTO, CA

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".
CC
CORNERSTONE CAPITAL, INC.
CORNERSTONE CAPITAL, INC. | PETERSON FLYNN & DINSMORE INC | PETERSEN FLYNN & DINSMORE INC

CRD#: 105396 / SEC#: 801-13945

RIA
Registered Investment Advisory firm - (8/10/1978 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
California
(7/8/1997)
IAR
Texas
(4/1/2004)

Exams

Current Firm

CC
CORNERSTONE CAPITAL, INC.
CORNERSTONE CAPITAL, INC. | PETERSON FLYNN & DINSMORE INC | PETERSEN FLYNN & DINSMORE INC

CRD#: 105396 / SEC#: 801-13945

RIA
Registered Investment Advisory firm - (8/10/1978 Approved)
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Contact information

Main Address
200 Homer Ave., Palo Alto, CA 94301
Mailing Address
Phone number
(650) 566-9650
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 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

CORNERSTONE CAPITAL FORM ADV PART 2A - MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts273
AUM (Assets Under Management)$ 1,263,121,796

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

CORNERSTONE CAPITAL, INC.

CRD#: 105396Palo Alto, CA 94301

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