Erik D. Johnson

CORNERSTONE ADVISORY

ARNOLD, MD 21012

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CRD#: 2185673

Professional summary

Erik Dorsey Johnson is a registered financial advisor currently at CORNERSTONE ADVISORY located in Arnold, Maryland and OUTCOME DRIVEN STRATEGIES, LLC located in Arnold, Maryland.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Erik has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PRIVATE FUND ADVISORS 1061 BALTIMORE ANNAPOLIS BLVD ARNOLD, MD 21012 INVESTMENT RELATED: YES PRINCIPAL START DATE: 09/1997 HOURS PER MONTH:1 HR HOURS PER MONTH DURING SECURITIES TRADING HOURS:1 HR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Dorsey Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 22, 2010 - Present

CORNERSTONE ADVISORY

Office #1: 1061 Baltimore Annapolis Boulevard, Arnold, MD 21012

RIA

CRD#: 142359

ARNOLD, MD

Current

February 9, 2021 - Present

OUTCOME DRIVEN STRATEGIES, LLC

Office #1: 1061 Baltimore Annapolis Blvd., Arnold, MD 21012Office #2: 211 Old Padonia Rd, Hunt Valley, MD 21030

RIA

CRD#: 311398

ARNOLD, MD

Past

February 7, 2013 - April 25, 2017

PRIVATE FUND ADVISORS, INC.

RIA

CRD#: 119130

ARNOLD, MD

Past

November 7, 1991 - July 29, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE ADVISORY

CORNERSTONE ADVISORY | CORNERSTONE ADVISORY, LLP | CORNERSTONE ADVISORY, LLC | CORNERSTONE ADVISORY LLP

CRD#: 142359 / SEC#: 801-68058

RIA

Registered Investment Advisory firm - (7/5/2007 Approved)

Maryland

Registered Investment Advisory firm - (7/19/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/22/2010)

IAR

Texas
(11/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/26/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/6/1991

General Securities Representative Examination

Current Firm

CORNERSTONE ADVISORY

CORNERSTONE ADVISORY | CORNERSTONE ADVISORY, LLP | CORNERSTONE ADVISORY, LLC | CORNERSTONE ADVISORY LLP

CRD#: 142359 / SEC#: 801-68058

RIA

Registered Investment Advisory firm - (7/5/2007 Approved)

Maryland

Registered Investment Advisory firm - (7/19/2007 Terminated)

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Contact information

Main Address

211 Old Padonia Road, Hunt Valley, MD 21030

Mailing Address

Phone number

(410) 468-1693

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORNERSTONE ADVISORY, LLC (4/14/2025)

Regulatory assets under management

Total Number of Accounts	2,761
AUM (Assets Under Management)	$ 2,012,336,108

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Erik D. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Dorsey Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE ADVISORY

OUTCOME DRIVEN STRATEGIES, LLC

PRIVATE FUND ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CORNERSTONE ADVISORY

State Registrations and Notice Filings

Exams

Series 63

Date: 11/26/1991

Series 7

Date: 11/6/1991

Current Firm

CORNERSTONE ADVISORY

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE ADVISORY

TRUST BUT VERIFY

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