AdFi
CC

Clifford Charles Cornell III

Investment Adviser Representative at BONE FIDE Wealth

Southold, NYCRD #7216126Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Clifford Charles Cornell is an investment adviser representative with BONE FIDE Wealth in Southold, NY, where they have been registered since 2021, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/23/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BONE FIDE WealthCurrent
10/28/2021 – Southold, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Bone Fide Wealth
    Jul 2021 – no end date reportedNew York, NY
  2. Muhlenberg College
    Aug 2017 – Dec 2020Allentown, PA
  3. South Side MS/HS
    Sep 2009 – Jul 2017Rockville Centre, NY
  4. Innovative Tax Solution
    Dec 2020 – Jan 2021Central Valley, PA
  5. DLP Real Estate Capital
    Jan 2021 – May 2021Bethlehem, PA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About BONE FIDE Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 to $10,000,0001.00%
  • Over $10,000,000—

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
New York, NY
SEC file number:
801-117389

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 23, 2026

View full firm profile

Other advisors at BONE FIDE Wealth

1 other advisor in the directory

View BONE FIDE Wealth firm profile

Similar advisors in Southold, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Clifford Charles Cornell III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched