Leslie J. Nanberg

CORNERSTONE WEALTH MANAGEMENT LLC

Boston, MA

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CRD#: 4526640

Professional summary

Leslie Judah Nanberg, who also goes by Les Nanberg, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT LLC located in Boston, Massachusetts.

Leslie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Leslie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Les Nanberg

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 Leslie Judah Nanberg'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®

None

Experience

Current

June 20, 2002 - Present

CORNERSTONE WEALTH MANAGEMENT LLC

RIA

CRD#: 119560

Boston, MA

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

Massachusetts
(6/20/2002)

IAR

Texas
(6/20/2012)

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

Current Firm

CORNERSTONE WEALTH MANAGEMENT LLC

CRD#: 119560 / SEC#: 801-67419

RIA

Registered Investment Advisory firm - (6/28/2012 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/18/2012 Approved)

Texas

Registered Investment Advisory firm - (6/20/2012 Conditional Restricted)

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).

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Contact information

Main Address

Boston, MA

Mailing Address

Phone number

(617) 407-3203

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 48,329,601

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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Leslie J. Nanberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leslie Judah Nanberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

CORNERSTONE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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