Tamara
Notarianni
Cornerstone Financial Management LLC
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About this Advisor
Tamara Notarianni is a financial advisor based in North Kingstown, Rhode Island, working with Cornerstone Financial Management LLC. Tamara has previously held positions at Spinnaker Asset Management Inc, Northwestern Mutual, Department Of Environmental Management, Cranston Elementary School, Codac East Bay, North Rhode Island Collaborative, New York Life Insurance Company, American United Life, Oneamerica Securities, Cornerstone Financial Management, Rebath, and Turf Master. Tamara has passed the Series 65 regulatory exam and is registered to provide services in Rhode Island. Currently, Tamara is part of Cornerstone Financial Management LLC, which operates out of North Kingstown, Rhode Island. The firm has 1 office and 4 employees. The firm manages assets totaling $135.2 million and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Cornerstone Financial Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Financial Management LLC Brokerage Details
$135,213,590
4
393
$344,055
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Tamara Notarianni Work History
Cornerstone Financial Management
Turf Master
American United Life
Oneamerica Securities
Rebath
Spinnaker Asset Management Inc
Northwestern Mutual
Department Of Environmental Management
Cranston Elementary School
Codac East Bay
North Rhode Island Collaborative
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Tamara Notarianni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Financial Management LLC
Burlington, MA
Burlington, MA
Burlington, MA
North Kingstown, RI
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