Cornerstone Advisory

Who works here

• AG
  Alexander Jacob Gersh
• CP
  Christopher Pesota
• GJ
  Gavin Johnson
• JF
  James Ross Foxen
• ML
  Michael Kelly Lavina
• PR
  Patrick Augustine Ryan
• RG
  Robert Michael Gill

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Cornerstone Advisory

Legal name: Cornerstone Advisory, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

142359