Anthony Paul Depersio
Investment adviser representative at Cornerstone Planning Group
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$951.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Cornerstone Planning Group, LLCApr 2014 to now
- Eagle Strategies LLCApr 2015 to Jun 2020
- Nylife Securities LLCDec 2013 to Jun 2020
- Nyl Insurance CoSep 2013 to Jun 2020
- FascinoJun 2013 to Jun 2021
- Deperz Enterprises LLCJun 2003 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cornerstone Planning Group
Legal name: Cornerstone Planning Group Inc.
$951.8MAssets managed
1,251Clients
23Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2902273
- Firm CRD
- 307189