CC
Carmine Corino
CORNERSTONE PLANNING GROUP
Fairfield, NJ 07004
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CRD#: 4664528
CC
Professional summary
Carmine Corino, AIF®, CFP® is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Fairfield, New Jersey.
Carmine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Carmine has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF SOLICITING LIFE, HEALTH AND DISABILITY INSURANCE UNDER DBA CORNERSTONE PLANNING GROUP, LLC; START DATE 02/2009; INVESTMENT RELATED. ALL INSURANCE PRODUCTS PLACED ARE FIXED AND NOT INVESTMENT RELATED. Engage in Business Consulting with several clients. This activity is about 2 hours per month. Cornerstone Risk Management: I opened an LLC to receive commissions from fixed and group insurance products for tax purposes. The business name will not be used with the public in any way.; 350 Passaic Ave, Suite 201 Fairfield, NJ 07004; Start Date 12/2019; Role/Title: Owner; Investment Related; 6 hours per month; 6 hours per month during securities trading hours] I am 33% owner in Restaurant, passive only. It is located in Nutley, NJ and the name is Cucina 355.
CRS (Client Relationship Summary) - RIA
Click below to view Carmine Corino's 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®
CFP®
Start date: 2006
Experience
Current
May 9, 2020 - Present
CORNERSTONE PLANNING GROUP
Office #1: 350 Passaic Avenue Suite 201, Fairfield, NJ 07004RIA
CRD#: 307189
Fairfield, NJ
Past
May 12, 2005 - May 13, 2020
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
FAIRFIELD, NJ
Past
June 30, 2003 - May 13, 2020
NYLIFE SECURITIES LLC
BD
CRD#: 5167
FAIRFIELD, NJ
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
New Jersey(5/11/2020)
IAR
Texas(5/9/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,646 |
| AUM (Assets Under Management) | $ 650,035,096 |
Red Flags
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