Anna M. Cornelius

ANNE CORNELIUS, CPA, P.C.

SCOTTSDALE, AZ 85251

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CRD#: 7992847

Professional summary

Anna Marie Cornelius, who also goes by Anna Marie Clark, Anne Cornelius, Anne Wellington, is a registered financial advisor currently at ANNE CORNELIUS, CPA, P.C. located in Scottsdale, Arizona.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Anna has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anna Marie Clark | Anne Cornelius | Anne Wellington

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) CPA - 1/1996 TO PRESENT. DUTIES INCLUDE PROVIDING ACCOUNTING AND TAX SERVICES TO CLIENTS AND PROSPECTS. SPEND 100% OF TIME ON THIS ACTIVITY. THIS ACTIVITY IS NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Marie Cornelius'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

November 18, 2024 - Present

ANNE CORNELIUS, CPA, P.C.

Office #1: 4300 N. Miller Rd. Suite 213, Scottsdale, AZ 85251

RIA

CRD#: 333469

SCOTTSDALE, AZ

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

Arizona
(11/18/2024)

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: 9/5/2024

Uniform Investment Adviser Law Examination

Current Firm

ANNE CORNELIUS, CPA, P.C.

CRD#: 333469 / SEC#:

Arizona

Registered Investment Advisory firm - (11/18/2024 Approved)

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Contact information

Main Address

4300 N. Miller Rd. Suite 213, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 966-0870

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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Anna M. Cornelius

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Marie Cornelius's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANNE CORNELIUS, CPA, P.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2024

Current Firm

ANNE CORNELIUS, CPA, P.C.

Contact information

Documents

Red Flags

Company Information

ANNE CORNELIUS, CPA, P.C.

TRUST BUT VERIFY

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