Clifford Cornell has been an investment adviser representative at Bone Fide Wealth since October 2021, and is not listed among the firm’s executive officers or direct owners. Clifford Cornell holds a Bachelor's degree in finance from Muhlenberg College and an MBA from Stony Brook University.
Bone Fide Wealth, LLC is a New York, NY firm with $127M under management, 181 clients and 2 advisers in one office, as of its March 2026 filing.
Clifford Cornell is Financial Advisor of Bone Fide Wealth. He joined the firm in 2021, helps drive its operations and is responsible for developing its next generation of clients. He also writes the newsletter Yield to Maturity on topics related to the financial realities of his generation.
Professional designations
Listed by Bone Fide Wealth
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Tax Planning Certified Professional® (TPCP®)
Investment adviser representative registrations
Clifford Cornell is registered as an investment adviser representative in New York, since October 2021.
- New YorkSince 28 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Clifford Charles Cornell
- CRD
- 7216126
- Firm
- Bone Fide Wealth · CRD 301066
- Office
- Southold, NY
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bonefidewealth.com
Where does Clifford Cornell work?
Clifford Cornell is an investment adviser representative registered through Bone Fide Wealth, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Clifford Cornell a financial advisor?
Yes. Clifford Cornell has a current investment-adviser registration in New York, through Bone Fide Wealth since October 2021.
How many years of experience does Clifford Cornell have?
Clifford Cornell has 4 years in the financial industry, since October 2021, across 1 adviser firm.
What exams has Clifford Cornell passed?
Clifford Cornell passed the Series 65 in October 2021.
Where is Clifford Cornell based?
Clifford Cornell’s registered office is in Southold, NY.
Is Clifford Cornell registered with FINRA?
No. Clifford Cornell has no current broker registration.
Is Clifford Cornell a CFP?
Bone Fide Wealth lists Clifford Cornell with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
Source: Clifford Cornell CFP®, TPCP® biography, bonefidewealth.com
How can I verify Clifford Cornell’s record?
Search CRD 7216126 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clifford Cornell’s full registration record.