Giro Michael Maddaluna
Investment adviser representative at Cornerstone Planning Group
16 yearsExperience
1 stateRegistered in
$951.8MFirm assets
6 yearsFirm in business
Are you Giro Michael Maddaluna? Claim your profile
Contact this firm
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
16 years in the industry.
- Cornerstone Planning Group, LLCJun 2022 to now
- Luna Financial Group, LLCJan 2020 to now
- Bm Financial Group, LLCSep 2016 to Jan 2019
- Eagle Strategies LLCApr 2014 to Jun 2022
- Nylife Securities LLCSep 2010 to Jun 2022
- New York Life Insurance CompanyJun 2010 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
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
- 4876763
- Firm CRD
- 307189