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).
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Total Assets Under Management1,702MILLION
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Total Number of Accounts1,222ACCOUNTS
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Average Account Value$1,392,988
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, DC, DE, FL, LA, MA, MD, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WV
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.
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.
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.
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.
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.
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.
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.