Melvin C. Brewer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Melvin Charles Brewer, who also goes by Mel Brewer, was a registered financial professional .
Melvin is a previously registered financial professional and started their career in finance in 1981. Melvin had worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 15, 2018 - March 1, 2022
CORNERSTONE ADVISORY, LLC
July 9, 2004 - February 13, 2018
CORNERSTONE FINANCIAL SERVICES, INC.
November 24, 1998 - March 29, 2007
BTS ASSET MANAGEMENT, INC.
September 30, 1987 - March 1, 2022
CORNERSTONE FINANCIAL SERVICES, INC.
October 28, 1985 - December 31, 1987
ALLIED MILLENNIAL PARTNERS, LLC
May 3, 1983 - April 2, 1987
INTEGRATED RESOURCES EQUITY CORPORATION
March 29, 1981 - April 25, 1983
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
CORNERSTONE ADVISORY, LLC
CRD#: 122684 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 17,080,268 |
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.
