Kevin Arruda has been Partner & CCO of Cornerstone Financial Management since March 2021, is a control person of the firm and directly owns between 50% and 75% of it. Kevin Arruda 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.
Kevin Arruda is Partner, Wealth Manager of Cornerstone Financial Management. He began in the wealth management industry in 2007. His experience includes Bank of America Private Bank, U.S. Trust, Merrill Lynch, Citizens Bank and Northwestern Mutual.
Kevin Arruda’s longest registration is the current one, 5 years at Cornerstone Financial Management since 2021. Before joining Cornerstone Financial Management in 2021, Kevin Arruda was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 5 yearsAdviser representative · Firm CRD 140967
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsHingham, MA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Cornerstone Financial Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Kevin Arruda is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2021; the most recent is Rhode Island, in April 2021.
- MassachusettsSince 24 March 2021
- Rhode IslandSince 9 April 2021
- TexasResidentSince 15 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2010 |
| Series 7 | General Securities Representative Examination | 28 May 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 August 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 June 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5356913
- Firm
- Cornerstone Financial Management · CRD 140967
- Role
- Partner & CCO
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonefm.com
Where does Kevin Arruda work?
Kevin Arruda has been Partner & CCO of Cornerstone Financial Management LLC since March 2021, and is a control person of the firm.
Is Kevin Arruda a financial advisor?
Yes. Kevin Arruda has a current investment-adviser registration in Massachusetts, Rhode Island and Texas, through Cornerstone Financial Management since March 2021.
How many years of experience does Kevin Arruda have?
Kevin Arruda has 8 years in the financial industry, since November 2017, across 2 adviser firms.
What exams has Kevin Arruda passed?
Kevin Arruda has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in June 2007.
Where did Kevin Arruda work before Cornerstone Financial Management?
Before Cornerstone Financial Management, Kevin Arruda was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2010 to September 2013.
Is Kevin Arruda registered with FINRA?
No. Kevin Arruda has no current broker registration.
Is Kevin Arruda a CFP?
Cornerstone Financial Management lists Kevin Arruda with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Kevin Arruda a CFA charterholder?
Cornerstone Financial Management lists Kevin Arruda with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Kevin Arruda’s record?
Search CRD 5356913 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Arruda’s full registration record.