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MD

Matthew J. Di Francesco

CORNERSTONE PLANNING GROUP
Johnstown, PA
Some features on this profile are disabled
CRD#: 4991734
MD

Professional summary

Matthew Jude Di Francesco, who also goes by Matthew Di Francesco, Matthew J Difrancesco, is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Johnstown, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew Di Francesco | Matthew J Difrancesco

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.
1. INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; JOHNSTOWN PA; 40 HOURS SPENT ON ACTIVITY PER MONTH; SALES OF VARIOUS INSURANCE PRODUCTS. 2. DIFRANCESCO FINANCIAL CONCIERGE, LLC; OWNER; NOT INVESTMENT RELATED; JOHNSTOWN, PA; 40 HRS/MO; BUSINESS AND LIFE COACHING SERVICES 3. Board Member - Greater Johnstown Tennis Association. No address for this organization. 1 hour per month, not during business hours. Not investment related. No income received from this activity. Started Sept 2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jude Di Francesco'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, 2024 - Present

CORNERSTONE PLANNING GROUP

RIA
CRD#: 307189
Johnstown, PA
Past

January 30, 2018 - December 16, 2024

HIGHLIFT FINANCIAL

RIA
CRD#: 290706
JOHNSTOWN, PA
Past

November 29, 2013 - October 8, 2018

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
JOHNSTOWN, PA
Past

November 29, 2013 - March 8, 2019

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
JOHNSTOWN, PA
Past

October 8, 2009 - December 2, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
JOHNSTOWN, PA
Past

September 25, 2009 - December 2, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
JOHNSTOWN, PA
Past

August 29, 2005 - September 25, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ALTOONA, PA

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
Pennsylvania
(6/27/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/9/2005
Uniform Combined 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: 8/26/2005
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#: 307189Johnstown, PA

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