Cornerstone Advisory

Cornerstone Advisory (CRD# 142359) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $991,065,263 in 1,805 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    991
    MILLION
  • Total Number of Accounts
    1,805
    ACCOUNTS
  • Average Account Value
    $549,067
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, DE, FL, LA, MA, MD, NC, NH, NJ, NM, NY, PA, TX, VA

Financial Advisors at Cornerstone Advisory
Showing 1 - 5 of 5 top financial advisors.
1
Dennis M. Satyshur
CRD#: 4723553
211 Old Padonia Road, Hunt Valley, MD 21030
96
Wealthminder
score

Dennis Satyshur (CRD# 4723553) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 12 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 in Baltimore, MD and has over 23 years of experience in the finance industry.

3
Donald S. Huber
CRD#: 2493513
211 Old Padonia Road, Hunt Valley, MD 21030
93
Wealthminder
score

Donald Huber (CRD# 2493513) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 23 years of experience in the finance industry.

4
Michael K. Lavina
CRD#: 2949282
211 Old Padonia Road, Hunt Valley, MD 21030
93
Wealthminder
score

Michael Lavina (CRD# 2949282) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 19 years of experience in the finance industry.

5
Robert M. Gill
CRD#: 6248118
211 Old Padonia Road, Hunt Valley, MD 21030
90
Wealthminder
score

Robert Gill (CRD# 6248118) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 4 years of experience in the finance industry.

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