Cornerstone Advisory

Cornerstone Advisory (CRD# 142359) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $1,702,231,855 in 1,222 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,702
    MILLION
  • Total Number of Accounts
    1,222
    ACCOUNTS
  • Average Account Value
    $1,392,988
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, NJ, NM, NY, PA, SC, TN, TX, VA, WV

Financial Advisors at Cornerstone Advisory
Showing 1 - 7 of 7 top financial advisors.
1
Erik D. Johnson
CRD#: 2185673
1061 Baltimore Annapolis Boulevard, Arnold, MD 21012

Erik Johnson (CRD# 2185673) is an Investment Advisor Representative working at Private Fund Advisors, Inc. in Arnold, MD and has more than 24 years of experience in the finance industry.

2
Thomas N. Biddison
CRD#: 2516775
211 Old Padonia Road, Hunt Valley, MD 21030

Thomas Biddison (CRD# 2516775) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 27 years of experience in the finance industry.

3
James R. Foxen
CRD#: 2460533
211 Old Padonia Road, Hunt Valley, MD 21030

James Foxen (CRD# 2460533) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 22 years of experience in the finance industry.

4
Robert M. Gill
CRD#: 6248118
211 Old Padonia Road, Hunt Valley, MD 21030

Robert Gill (CRD# 6248118) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 8 years of experience in the finance industry.

5
Donald S. Huber
CRD#: 2493513
211 Old Padonia Road, Hunt Valley, MD 21030

Donald Huber (CRD# 2493513) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 27 years of experience in the finance industry.

6
Michael K. Lavina
CRD#: 2949282
211 Old Padonia Road, Hunt Valley, MD 21030

Michael Lavina (CRD# 2949282) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 23 years of experience in the finance industry.

7
Jason A. Policastro
CRD#: 6234482
211 Old Padonia Road, Hunt Valley, MD 21030

Jason Policastro (CRD# 6234482) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 8 years of experience in the finance industry. Jason Policastro 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.

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