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Carmine Corino

Investment adviser representative at Cornerstone Planning Group
23 yearsExperience
2 statesRegistered 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

23 years in the industry.

  1. Cornerstone Planning Group, LLCFeb 2009 to now
  2. Nylife Securities IncJun 2003 to May 2020
  3. New York Life Insurance CompanyMay 2003 to May 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

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
4664528
Firm CRD
307189
Advisor's SEC record (opens in a new tab)
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