Theodore Yoos has been an investment adviser representative at Cornerstone Financial Management since August 2006, 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.
Theodore Yoos’ longest registration is the current one, 20 years at Cornerstone Financial Management since 2006. Before joining Cornerstone Financial Management in 2006, Theodore Yoos was registered through Back Bay Financial Group, Inc. and Tanager Financial Services Inc.
- CogentblueAlso current– present · under a yearWaltham, MA · Adviser representative · Firm CRD 312899
- – present · 20 yearsBurlington, MA · Adviser representative · Firm CRD 140967
- Back Bay Financial Group, Inc.– · 1 yearBoston, MA · Adviser representative · Firm CRD 108070
- Tanager Financial Services Inc– · 4 yearsWaltham, MA · Adviser representative · Firm CRD 106270
Investment adviser representative registrations
Theodore Yoos is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from August 2006; the most recent is Tennessee, in October 2026.
- ConnecticutSince 9 August 2023
- MassachusettsSince 9 August 2006
- TennesseeSince 15 October 2026
- TexasResidentSince 15 March 2021
Examinations
No examinations are on Theodore Yoos’s record.
- Full name
- Theodore Roderick Yoos
- CRD
- 4573507
- Firm
- Cornerstone Financial Management · CRD 140967
- Office
- 10 MALL ROAD, SUITE 301, Burlington, MA 01803-4131
- Registration
- Investment adviser registration
- In the industry since
- June 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Theodore Yoos work?
Theodore Yoos is an investment adviser representative registered through Cornerstone Financial Management LLC since August 2006, and is not listed among the firm’s executive officers or direct owners.
Is Theodore Yoos a financial advisor?
Yes. Theodore Yoos has a current investment-adviser registration in Connecticut, Massachusetts, Tennessee and Texas, through Cornerstone Financial Management since August 2006.
How many years of experience does Theodore Yoos have?
Theodore Yoos has 26 years in the financial industry, since June 2000, across 4 adviser firms.
Where did Theodore Yoos work before Cornerstone Financial Management?
Before Cornerstone Financial Management, Theodore Yoos was registered through Back Bay Financial Group, Inc., May 2004 to March 2006; Tanager Financial Services Inc, January 2000 to April 2004.
Where is Theodore Yoos based?
Theodore Yoos’ registered office is in Burlington, MA.
Is Theodore Yoos registered with FINRA?
No. Theodore Yoos has no current broker registration.
How can I verify Theodore Yoos’ record?
Search CRD 4573507 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Theodore Yoos’ full registration record.