George Newfield has been Partner of Cornerstone Financial Management since March 2021, is a control person of the firm and directly owns between 50% and 75% of it. George Newfield holds a Bachelor of Science from Bryant University.
Cornerstone Financial Management LLC is a Burlington, MA firm with $167M under management, 108 clients and 4 advisers across 3 offices, as of its March 2026 filing.
George Newfield is Partner, Wealth Manager of Cornerstone Financial Management. He has worked in the wealth management industry since 2008. His experience includes Bank of America Private Bank, U.S. Trust and Columbia Management.
- – present · 5 yearsAdviser representative · Firm CRD 140967
Professional designations
Listed by Cornerstone Financial Management
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP)
- Certified Kingdom Advisor (CKA)
- Chartered Alternative Investment Analyst (CAIA)
Investment adviser representative registrations
George Newfield is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from March 2021; the most recent is Connecticut, in August 2023.
- ConnecticutSince 9 August 2023
- MassachusettsSince 24 March 2021
- Rhode IslandSince 9 April 2021
- TexasResidentSince 15 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 4 August 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 July 2008 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- George E. Newfield
- CRD
- 5540958
- Firm
- Cornerstone Financial Management · CRD 140967
- Role
- Partner
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonefm.com
Where does George Newfield work?
George Newfield has been Partner of Cornerstone Financial Management LLC since March 2021, and is a control person of the firm.
Is George Newfield a financial advisor?
Yes. George Newfield has a current investment-adviser registration in Connecticut, Massachusetts, Rhode Island and Texas, through Cornerstone Financial Management since March 2021.
How many years of experience does George Newfield have?
George Newfield has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has George Newfield passed?
George Newfield has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in July 2008.
Is George Newfield registered with FINRA?
No. George Newfield has no current broker registration.
Is George Newfield a CFP?
Cornerstone Financial Management lists George Newfield with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP)”) on its website. CFP Board confirms certification status.
Is George Newfield a CFA charterholder?
Cornerstone Financial Management lists George Newfield with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify George Newfield’s record?
Search CRD 5540958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Newfield’s full registration record.