Cornerstone Advisory

Cornerstone Advisory (CRD# 142359) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $1,332,167,408 in 1,972 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,332
    MILLION
  • Total Number of Accounts
    1,972
    ACCOUNTS
  • Average Account Value
    $675,541
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, PR, SC, TX, VA, WV

Financial Advisors at Cornerstone Advisory
Showing 1 - 6 of 6 top financial advisors.
1
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 25 years of experience in the finance industry.

2
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 21 years of experience in the finance industry.

3
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 7 years of experience in the finance industry.

4
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 26 years of experience in the finance industry.

5
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 22 years of experience in the finance industry.

6
Dennis M. Satyshur
CRD#: 4723553
211 Old Padonia Road, Hunt Valley, MD 21030

Dennis Satyshur (CRD# 4723553) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 15 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.