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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

CRD 137712

BROADVIEW HEIGHTS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31291e16-8b2b-3f09-a10a-20b612b52186

Data as of Jun 6, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2012 to Jun 6, 2012
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $33.9MItem 5.F on the latest filing (2012-06-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $33.9M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $4.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 463
SEC number: 801-68417
CRD: 137712
Filings on the tape: 3
First filed: Feb 28, 2012
Latest filed: Jun 6, 2012
Organised: Corporation, Ohio

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE ANASTASAKIS	n/a	BROADVIEW HEIGHTS, OH	20	25	2	yes
CHRISTINE TIMASHENKA BULES	Chartered Financial Consultant	BROADVIEW HEIGHTS, OH \| LAKEWOOD, OH	20	35	n/a	no
MARK ALAN SUHAY	n/a	BROADVIEW HEIGHTS, OH	18	55	n/a	yes
BILL DRAGOLAS	n/a	BROADVIEW HEIGHTS, OH	8	29	5	yes
JAY DAVID MCCLELLAN	Certified Financial Planner	Dayton, OH \| BROADVIEW HEIGHTS, OH	6	43	5	no
TIMOTHY J BAKER	n/a	BROADVIEW HEIGHTS, OH	1	23	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANASTASAKIS, GEORGE	President	D	yes	08/2008	Feb 28, 2012	Jun 6, 2012
ANASTASAKIS, NICHOLAS, EMMANUEL	VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	C	yes	11/2005	Feb 28, 2012	Jun 6, 2012

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Berea	Oh	United States	n/a	no
Cleveland	Oh	United States	n/a	no
ROCKY RIVER	Oh	United States	n/a	no
Solon	Oh	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Feb 28, 2012	$33.9M	$33.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$33.9M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Registered with (12)

← TIMOTHY J BAKERAdvisorregistration: current employment
Mar 6, 2025 to presentfactForm ADV
← JAY DAVID MCCLELLANAdvisorregistration: current employment
Jul 6, 2020 to presentfactForm ADV
← BILL DRAGOLASAdvisorregistration: current employment
Aug 29, 2018 to presentfactForm ADV
← MARK ALAN SUHAYAdvisorregistration: current employment
Oct 9, 2007 to presentfactForm ADV
← CHRISTINE TIMASHENKA BULESAdvisorregistration: current employment
Jan 24, 2006 to presentfactForm ADV
← PAMELA LOUISE KRUGERAdvisorregistration: current employment
Jan 24, 2006 to presentfactForm ADV
← GEORGE ANASTASAKISAdvisorregistration: current employment
Jan 13, 2006 to presentfactForm ADV
← NICHOLAS EMMANUEL ANASTASAKISAdvisorregistration: current employment
Jan 13, 2006 to presentfactForm ADV
← SUE ELLEN BIGLEYAdvisorregistration: previous registration
Mar 28, 2017 to Sep 23, 2019factForm ADV
← ROBERT EDWARD KINGAdvisorregistration: previous registration
Oct 6, 2016 to Apr 12, 2017factForm ADV
← KIMBERLY ANN SPISAKAdvisorregistration: previous registration
May 10, 2006 to Oct 28, 2014factForm ADV
← PAMELA ANN BROOKSAdvisorregistration: previous registration
Feb 28, 2013 to Mar 4, 2013factForm ADV

Controls (2)

← ANASTASAKIS, GEORGEOwnerPRESIDENT, ownership code D, individual
Feb 28, 2012 to presentfactForm ADV
← ANASTASAKIS, NICHOLAS, EMMANUELOwnerVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 28, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31291e16-8b2b-3f09-a10a-20b612b52186
First observed: Feb 28, 2012
Last observed: Jun 6, 2012 174 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

CRD 137712

BROADVIEW HEIGHTS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31291e16-8b2b-3f09-a10a-20b612b52186

Data as of Jun 6, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE ANASTASAKIS

n/a

BROADVIEW HEIGHTS, OH

yes

CHRISTINE TIMASHENKA BULES

Chartered Financial Consultant

BROADVIEW HEIGHTS, OH | LAKEWOOD, OH

n/a

MARK ALAN SUHAY

n/a

BROADVIEW HEIGHTS, OH

n/a

yes

BILL DRAGOLAS

n/a

BROADVIEW HEIGHTS, OH

yes

JAY DAVID MCCLELLAN

Certified Financial Planner

Dayton, OH | BROADVIEW HEIGHTS, OH

TIMOTHY J BAKER

n/a

BROADVIEW HEIGHTS, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANASTASAKIS, GEORGE

President

yes

08/2008

Feb 28, 2012

Jun 6, 2012

ANASTASAKIS, NICHOLAS, EMMANUEL

VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

11/2005

Feb 28, 2012

Jun 6, 2012

City

State

Country

Employees

Also broker-dealer

Berea

United States

n/a

Cleveland

United States

n/a

ROCKY RIVER

United States

n/a

Solon

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Feb 28, 2012

$33.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$33.9M

n/a