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BA

Barjes R. Angulo

CORNERSTONE PLANNING GROUP
Weston, FL
Some features on this profile are disabled
CRD#: 3228592
BA

Professional summary

Barjes Rainiero Angulo, who also goes by Barjes R Angulo, is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Weston, Florida.

Barjes is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Barjes has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Barjes R Angulo

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.
[OPERATING UNDER THE DBA NAME OF ANGULO STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: NEW YORK, NY; START DATE: 03/2014]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barjes Rainiero Angulo'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

June 27, 2022 - Present

CORNERSTONE PLANNING GROUP

RIA
CRD#: 307189
Weston, FL
Past

June 21, 2022 - June 26, 2022

CORNERSTONE PLANNING GROUP

RIA
CRD#: 307189
New York, NY
Past

June 26, 2012 - June 21, 2022

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
NEW YORK, NY
Past

July 5, 2006 - June 21, 2022

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

January 30, 2006 - March 7, 2006

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
NEW YORK, NY
Past

May 13, 2004 - January 4, 2006

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
BLOOMSBURY, NJ
Past

April 8, 2004 - January 4, 2006

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

July 1, 2002 - April 26, 2004

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

December 22, 2000 - April 26, 2004

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

January 31, 2000 - December 7, 2000

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, 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".
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH

CRD#: 307189 / SEC#: 801-118222

RIA
Registered Investment Advisory firm - (3/13/2020 Approved)

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
Florida
(11/14/2025)
IAR
New Jersey
(5/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/22/2012
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/23/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/11/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/29/2000
General Securities Representative Examination

Current Firm

CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH

CRD#: 307189 / SEC#: 801-118222

RIA
Registered Investment Advisory firm - (3/13/2020 Approved)
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Contact information

Main Address
350 Passaic Avenue Suite 201, Fairfield, NJ 07004
Mailing Address
Phone number
(973) 487-3220
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts2,646
AUM (Assets Under Management)$ 650,035,096

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.

Company Information

CORNERSTONE PLANNING GROUP

CRD#: 307189Weston, FL

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