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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MICHAEL W SELLMAN

Advisor at CORNERSTONE WEALTH ADVISORS, INC.

CARLSBAD, CA

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Search this name across graphsid dfx:ria:49899710-0769-e7e6-61d4-b8c6cb9c0036

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 24, 2007 to Sep 14, 2026

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

Current firm: CORNERSTONE WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 18, 2007
First registration: May 24, 2007
Dual registered: no
IAPD individual key: 5261051

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORNERSTONE WEALTH ADVISORS, INC.	Independent wealth	Jun 1, 2020	n/a	yes	CARLSBAD, CA	Current employment
CORNERSTONE WEALTH ADVISORS, INC.	n/a	Jun 14, 2011	Oct 21, 2020	no	CARSLSBAD, CA	Previous registration
SELECT MONEY MANAGEMENT, INC.	Independent wealth	Nov 1, 2010	Aug 5, 2011	no	CARLSBAD, CA\|LOS ANGELES, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 10, 2010	no	Carlsbad, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Oct 8, 2008	Jun 1, 2009	no	CARLSBAD, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 24, 2007	Sep 26, 2008	no	BOISE, ID	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CORNERSTONE WEALTH ADVISORS, INC.	CORNERSTONE WEALTH ADVISORS, INC.	Oct 21, 2020	Jun 1, 2020	-142	Firm change after gap	Other
SELECT MONEY MANAGEMENT, INC.	CORNERSTONE WEALTH ADVISORS, INC.	Aug 5, 2011	Jun 14, 2011	-52	Firm change after gap	Other
MORGAN STANLEY	SELECT MONEY MANAGEMENT, INC.	Nov 10, 2010	Nov 1, 2010	-9	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY & CO. LLC	Sep 26, 2008	Oct 8, 2008	12	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157771:309544:CA:2020-10-21	Oct 21, 2020	Jun 1, 2020	CARSLSBAD, CA	Firm change after gap

Relationships

Registered with (6)

→ CORNERSTONE WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Jun 1, 2020 to presentfactForm ADV
→ CORNERSTONE WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 14, 2011 to Oct 21, 2020factForm ADV
→ SELECT MONEY MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 1, 2010 to Aug 5, 2011factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 10, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Oct 8, 2008 to Jun 1, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 24, 2007 to Sep 26, 2008factForm ADV

Dated events

No dated event names this entity yet.