Cornerstone Advisory, LLP

Cornerstone Advisory, LLP (CRD# 142359) is a financial advisory firm headquartered in Baltimore, MD. They manage $494,181,778 in 1,001 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    494
    MILLION
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $493,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, LA, MD, NY, PA, TX, VA

Financial Advisors at Cornerstone Advisory, LLP
Showing 1 - 5 of 5 top financial advisors.
1
Dennis M. Satyshur
CRD#: 4723553
1 East Franklin Street, Suite 300, Baltimore, MD 21202
96
Wealthminder
score

Dennis Satyshur (CRD# 4723553) is an Investment Advisor Representative working at Cornerstone Advisory, LLP in Baltimore, MD and has over 11 years of experience in the finance industry. Dennis Satyshur has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas N. Biddison
CRD#: 2516775
1 East Franklin Street, Suite 200, Baltimore, MD 21202
93
Wealthminder
score

Thomas Biddison (CRD# 2516775) is an Investment Advisor Representative working at Cornerstone Advisory, LLP in Baltimore, MD and has over 21 years of experience in the finance industry.

3
Donald S. Huber
CRD#: 2493513
1 East Franklin Street, Suite 200, Baltimore, MD 21202
93
Wealthminder
score

Donald Huber (CRD# 2493513) is an Investment Advisor Representative working at Cornerstone Advisory, LLP in Baltimore, MD and has over 22 years of experience in the finance industry.

4
Michael K. Lavina
CRD#: 2949282
1 East Franklin Street, Suite 200, Baltimore, MD 21202
93
Wealthminder
score

Michael Lavina (CRD# 2949282) is an Investment Advisor Representative working at Cornerstone Advisory, LLP in Baltimore, MD and has over 18 years of experience in the finance industry.

5
Robert M. Gill
CRD#: 6248118
1 East Franklin Street, Suite 200, Baltimore, MD 21202
89
Wealthminder
score

Robert Gill (CRD# 6248118) is an Investment Advisor Representative working at Cornerstone Advisory, LLP in Baltimore, MD and has over 3 years of experience in the finance industry.

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