Carmine Brandon Coppola
Investment adviser representative at Cornerstone Planning Group
11 yearsExperience
1 stateRegistered in
$951.8MFirm assets
6 yearsFirm in business
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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
11 years in the industry.
- Cornerstone Planning Group, LLCSep 2022 to now
- Strata Capital Group, LLCJul 2018 to now
- Nylife Securities LLCAug 2017 to Sep 2022
- Eagle Strategies LLCJul 2017 to Sep 2022
- New York Life Insurance CoJun 2017 to Sep 2022
- MML Investors Services, LLCMar 2017 to Jul 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jul 2017
- Metlife SecuritiesAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State 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
- 6544482
- Firm CRD
- 307189