Tamara Notarianni has been an investment adviser representative at Cornerstone Financial Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Tamara Notarianni’s longest registration is the current one, 1 year at Cornerstone Financial Management since 2025. Before joining Cornerstone Financial Management in 2025, Tamara Notarianni was registered through Oneamerica Securities, Inc.
- – present · 1 yearNorth Kingstown, RI · Adviser representative · Firm CRD 140967
- Oneamerica Securities, Inc.– · under a yearProvidence, RI · Adviser representative · Firm CRD 4173
Investment adviser representative registrations
Tamara Notarianni is registered as an investment adviser representative in Rhode Island, since February 2025.
- Rhode IslandSince 11 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tamara Faith Notarianni
- CRD
- 7529060
- Firm
- Cornerstone Financial Management · CRD 140967
- Office
- 650 Ten Rod Road, Suite 129F, North Kingstown, RI 02852
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Tamara Notarianni work?
Tamara Notarianni is an investment adviser representative registered through Cornerstone Financial Management LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Tamara Notarianni a financial advisor?
Yes. Tamara Notarianni has a current investment-adviser registration in Rhode Island, through Cornerstone Financial Management since February 2025.
How many years of experience does Tamara Notarianni have?
Tamara Notarianni has 2 years in the financial industry, since October 2024, across 2 adviser firms.
What exams has Tamara Notarianni passed?
Tamara Notarianni passed the Series 65 in April 2023.
Where did Tamara Notarianni work before Cornerstone Financial Management?
Before Cornerstone Financial Management, Tamara Notarianni was registered through Oneamerica Securities, Inc., June 2023 to October 2023.
Where is Tamara Notarianni based?
Tamara Notarianni’s registered office is in North Kingstown, RI.
Is Tamara Notarianni registered with FINRA?
No. Tamara Notarianni has no current broker registration.
How can I verify Tamara Notarianni’s record?
Search CRD 7529060 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tamara Notarianni’s full registration record.