Clifford C. Cornell

BONE FIDE WEALTH

Southold, NY

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CRD#: 7216126

Professional summary

Clifford Charles Cornell III, who also goes by Clifford Charles Cornell III, Clifford Cornell III, is a registered financial advisor currently at BONE FIDE WEALTH located in Southold, New York.

Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Clifford has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clifford Charles Cornell Iii | Clifford Cornell Iii

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.

1. The Frisky Oyster, non investment, 27 Front Street, Greenport, NY 11944, server, start date: 7/2016, Approximate number of hours/month: 0- 40 hrs, Number of hours during securities trading hours: 0, description: wait on tables

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clifford Charles Cornell III'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

October 28, 2021 - Present

BONE FIDE WEALTH

RIA

CRD#: 301066

Southold, NY

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".

BONE FIDE WEALTH

BONE FIDE WEALTH | BONE FIDE WEALTH, LLC

CRD#: 301066 / SEC#: 801-117389

RIA

Registered Investment Advisory firm - (9/23/2019 Approved)

California

Registered Investment Advisory firm - (11/2/2019 Terminated)

Florida

Registered Investment Advisory firm - (10/3/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (10/3/2019 Terminated)

New York

Registered Investment Advisory firm - (10/3/2019 Terminated)

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).

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

New York
(10/28/2021)

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

State Security Law Exam

IAR

Series 65

Date: 10/23/2021

Uniform Investment Adviser Law Examination

Current Firm

BONE FIDE WEALTH

BONE FIDE WEALTH | BONE FIDE WEALTH, LLC

CRD#: 301066 / SEC#: 801-117389

RIA

Registered Investment Advisory firm - (9/23/2019 Approved)

California

Registered Investment Advisory firm - (11/2/2019 Terminated)

Florida

Registered Investment Advisory firm - (10/3/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (10/3/2019 Terminated)

New York

Registered Investment Advisory firm - (10/3/2019 Terminated)

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Contact information

Main Address

7 World Trade Center 46th Floor, New York, NY 10007

Mailing Address

Phone number

(212) 390-1161

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 BROCHURE (8/19/2025)

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 82,098,522

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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Clifford C. Cornell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clifford Charles Cornell III's CRS (Customer Relationship Summary).

Certified licenses

Experience

BONE FIDE WEALTH

Primary Firm SEC Registration

BONE FIDE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2021

Current Firm

BONE FIDE WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BONE FIDE WEALTH

TRUST BUT VERIFY

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