Thomas Marian Woloszyn
Investment adviser representative at Cornerstone Planning Group
13 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
13 years in the industry.
- Cornerstone Planning Group, LLCSep 2022 to now
- Strata Capital, LLCJul 2019 to now
- Eagle Strategies LLCJul 2019 to Sep 2022
- Nylife Securities LLCJan 2019 to Sep 2022
- New York Life Insurance CoAug 2018 to Sep 2022
- Ida Art Vinyl GraphicsJun 2017 to Jul 2018
- The Clubhouse On WhitneyNov 2015 to May 2017
- Quinnipiac UniversityAug 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6995328
- Firm CRD
- 307189