Catherine G. Veres

CORNERSTONE FAMILY OFFICE

Mayfield Heights, OH 44124

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CRD#: 4580179

Professional summary

Catherine Gale Veres, CFP®, who also goes by Catherine Gale Gismondi, Cathi Gale Veres, is a registered financial advisor currently at CORNERSTONE FAMILY OFFICE, LLC located in Mayfield Heights, Ohio.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Catherine has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Catherine Gale Gismondi | Cathi Gale Veres

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 Catherine Gale Veres'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®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

May 21, 2003 - Present

CORNERSTONE FAMILY OFFICE, LLC

Office #1: Monarch Centre #300 5885 Landerbrook Dr., Mayfield Heights, OH 44124

RIA

CRD#: 120053

Mayfield Heights, OH

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

Florida
(6/10/2025)

IAR

Ohio
(5/21/2003)

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 FAMILY OFFICE, LLC

CRD#: 120053 / SEC#:

Florida

Registered Investment Advisory firm - (6/10/2025 Approved)

Ohio

Registered Investment Advisory firm - (1/2/2003 Approved)

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Contact information

Main Address

5900 Landerbrook Drive Suite 200, Mayfield Heights, OH 44124

Mailing Address

Phone number

(440) 460-0460

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Catherine G. Veres

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Gale Veres's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Current Firm

CORNERSTONE FAMILY OFFICE, LLC

Contact information

Documents

Red Flags

Company Information

CORNERSTONE FAMILY OFFICE, LLC

TRUST BUT VERIFY

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