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Thomas Nichols Biddison Iii

CORNERSTONE ADVISORY
HUNT VALLEY, MD
·CRD# 2516775·32 years experience

Professional Summary

Thomas Nichols Biddison III, who also goes by Tom Biddison, is a registered financial advisor currently at CORNERSTONE ADVISORY located in Hunt Valley, Maryland and OUTCOME DRIVEN STRATEGIES, LLC located in Hunt Valley, Maryland. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tom Biddison

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

32 years in the financial services industry

Current & Past Employments

CORNERSTONE ADVISORY·CRD# 142359
RIA
211 Old Padonia Road, Hunt Valley, MD 21030
February 5, 2007 - Present
OUTCOME DRIVEN STRATEGIES, LLC·CRD# 311398
RIA
211 Old Padonia Rd, Hunt Valley, MD 21030
February 5, 2021 - Present
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Baltimore, MD
February 8, 2000 - December 31, 2012
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039
BD
New York, NY
July 20, 1994 - January 5, 2000
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Baltimore, MD
July 20, 1994 - January 28, 2013

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Current Firm

CA
CORNERSTONE ADVISORY

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

CRD#: 142359 / SEC#: 801-68058
RIA
Registered Investment Advisory firm - SEC (7/5/2007 Approved)
Maryland
Registered Investment Advisory firm - Maryland (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).

Contact Information

Main Address

211 Old Padonia Road, Hunt Valley, MD 21030

Phone Number

(410) 468-1693

# of Employees

19

SEC notice filing (25 States and Territories)

Registered to provide investment advisory services in 25 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORNERSTONE ADV PART 2A -MARCH 2026 (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,135

AUM (Assets Under Management)

$2,249,006,784

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

OUTSIDE INSURANCE BROKERAGE BUSINESS, REGISTERED INVESTMENT ADVISOR, CORNERSTONE ADVISORY, INVESTMENT ADVISORY, OWNER, PRINCIPAL, START 1/1/06, 150 HRS MTH, OUTCOME DRIVEN FUND OWNER UMD ST. JOSEPH MEDICAL CENTER; NOT INVESTMENT RELATED, VICE CHAIR; START 6/2014; 0 HOURS/MONTH DURING TRADING HOURS

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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".
CA
CORNERSTONE ADVISORY

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

CRD#: 142359 / SEC#: 801-68058
RIA
Registered Investment Advisory firm - SEC (7/5/2007 Approved)
Maryland
Registered Investment Advisory firm - Maryland (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.
IAR
Louisiana
(11/17/2014)
IAR
Maryland
(2/5/2007)
IAR
Texas
(6/14/2010)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1994About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Aug 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1994About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Thomas Nichols Biddison III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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