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Nicholas C. Stoner

CORNERSTONE MANAGEMENT
DULUTH, GA 30096
CRD#: 6714606
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Nicholas Christian StonerCORNERSTONE MANAGEMENT

Professional summary

Nicholas Christian Stoner, who also goes by Nicholas Christian Stoner, Nicholas Stoner, Nick Stoner, is a registered financial advisor currently at CORNERSTONE MANAGEMENT, INC. located in Duluth, Georgia.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nicholas has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicholas Christian Stoner | Nicholas Stoner | Nick Stoner

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 Nicholas Christian Stoner'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

June 23, 2026 - Present

CORNERSTONE MANAGEMENT, INC.

Office #1: 3237 Satellite Blvd Suite 400, Duluth, GA 30096
RIA
CRD#: 125828
DULUTH, GA
Past

March 22, 2018 - May 1, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
GREENWOOD, IN
Past

March 21, 2018 - May 1, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
GREENWOOD, IN
Past

December 20, 2016 - November 6, 2017

EDWARD JONES

RIA
CRD#: 250
GREENWOOD, IN
Past

November 29, 2016 - November 6, 2017

EDWARD JONES

BD
CRD#: 250
GREENWOOD, IN

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".
CM
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)

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
(6/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/15/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/29/2016
General Securities Representative Examination

Current Firm

CM
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
18

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 Accounts1,478
AUM (Assets Under Management)$ 1,895,645,870

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

CORNERSTONE MANAGEMENT, INC.

CRD#: 125828Duluth, GA 30096

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