Cornerstone Planning Group

Firm record

As recorded in SEC IAPD

Firm CRD

307189

SEC number

801-118222

Firm type

RIA

Assets under management

$951.8M as of Apr 24, 2026

Website

www.cspgllc.com ↗

Phone

973-487-3220

Address

350 Passaic Avenue, Fairfield, NJ, 07004

Advisors at this firm

21 in our index · page 1 of 1

• Barjes Rainiero AnguloCRD 3228592 · Weston, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James Andrew AllenCRD 2907107 · Glastonbury, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tyler AllenCRD 6938713 · Fairfield, NJ
  IA RegisteredRegistration inactive
• Michael BozzoneCRD 4827739 · Fairfeild, NJ
  IA RegisteredRegistration inactive
• Amit BiswasCRD 7814875 · Fairfield, NJ
  IA RegisteredRegistration inactive
• Carmine CorinoCRD 4664528 · Fairfield, NJ
  IA RegisteredRegistration inactive
• Carmine Brandon CoppolaCRD 6544482 · Fairfield, NJ
  IA RegisteredRegistration inactive
• David C D'alberoCRD 5975909 · Fairfield, NJ
  IA RegisteredRegistration inactive
• Anthony Paul DepersioCRD 2902273 · Fairfield, NJ
  IA RegisteredRegistration inactive
• Matthew Jude Di FrancescoCRD 4991734 · Johnstown, PA
  IA RegisteredRegistration inactive
• Anthony Nicholas DepersioCRD 8269972 · Fairfield, NJ
  IA Registered
• Michael Anthony FerraraCRD 2755418 · New Braunfels, TX
  IA RegisteredRegistration inactive
• Julianne HertelCRD 5334874 · Worcester, MA
  IA RegisteredRegistration inactive
• Christopher George KellyCRD 3176158 · Fairfield, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Giro Michael MaddalunaCRD 4876763 · Rutherford, NJ
  IA RegisteredRegistration inactive
• Mark Dean OlsonCRD 2009157 · Austin, TX
  IA RegisteredRegistration inactive
• Thomas SokiraCRD 2659205 · Fairfield, NJ
  IA RegisteredRegistration inactive
• Irene E StolteCRD 4465070 · Somerville, NJ
  IA RegisteredRegistration inactive
• Gina C StormontCRD 4715667 · Fairfield, NJ
  IA RegisteredRegistration inactive
• Jon Anthony TarnoCRD 5359470 · Fairfield, NJ
  IA RegisteredRegistration inactive
• Thomas Marian WoloszynCRD 6995328 · Fairfield, NJ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.