Thomas Woloszyn (CRD# 6995328) is an Investment Advisor Representative working at Cornerstone Planning Group in Fairfield, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1852802
Investment Partners Asset Management
CRD# 3160155
Investment Partners Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Planning Group, LLC | Fairfield, NJ | Sep 2022 - Current | 1 |
| Strata Capital, LLC | Edison, NJ | Jul 2019 - Current | 4 |
| Eagle Strategies LLC | Edison, NJ | Jul 2019 - Sep 2022 | 3 |
| Nylife Securities LLC | Edison, NJ | Jan 2019 - Sep 2022 | 3 |
| New York Life Insurance Co | Edison, NJ | Aug 2018 - Sep 2022 | 4 |
| Ida Art Vinyl Graphics | Staten Island, NY | Jun 2017 - Jul 2018 | 1 |
| Quinnipiac University | Hamden, CT | Aug 2013 - Sep 2017 | 4 |
| The Clubhouse On Whitney | Hamden, CT | Nov 2015 - May 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- NJ
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts2,367ACCOUNTS
-
Average Account Value$221,086
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, FL, GA, MA, NC, NH, NJ, NY, PA, TX
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