Cornerstone Family Office, LLC

Overview

Cornerstone Family Office, LLC is a state registered investment adviser based in Mayfield Heights, OH, registered since 2003. It has 2 investment adviser representatives.

Employees

11

Advisory reps

2

Registered since

2003

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Selection of Other Advisors

Client types

• High Net Worth Individuals

Fee structure

Fixed Fees, Hourly Charges and Other Fees

Executive officers 2 of 2

• Catherine Gale Veres President CRD 4580179
• Carrie Ann Rosko Senior Vice President CRD 4580286

Advisory reps 2 of 2

• Carrie Ann Rosko Investment Adviser Rep CRD 4580286
• Catherine Gale Veres Investment Adviser Rep CRD 4580179

Location

Headquarters

5900 Landerbrook Dr Ste 200
Mayfield Heights, OH 44124

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: cornerstonefamilyoffice.com

Every state, with registration dates

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