Anthony
Depersio
Cornerstone Planning Group
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About this Advisor
Anthony Depersio is a certified financial planner operating out of Fairfield, New Jersey with a total of 3 years of relevant experience. Depersio is on the advisory team at Cornerstone Planning Group. Their career trajectory has included roles at Fascino, Nylife Securities LLC, Nyl Insurance Co, Deperz Enterprises LLC, Agio LLC, Ins Broker/Aflac, Cornerstone Planning Group, LLC and Eagle Strategies LLC. Depersio has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Cornerstone Planning Group is a business operating out of Fairfield, NJ. It has offices in four locations and a total of 14 advisors. It controls $419 million in total assets across its 2,203 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,203 client accounts, 22% are associated with high-net-worth clients who have at least $1 million in assets. Cornerstone Planning Group performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fee schedules largely are based on which services are provided. However, fee types billed by Cornerstone Planning Group can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Planning Group Brokerage Details
$418,847,618
14
2,203
$190,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Anthony Depersio Work History
Anthony has been registered as a financial advisor for 3 years.*
Cornerstone Planning Group, LLC
Eagle Strategies LLC
Fascino
Nylife Securities LLC
Nyl Insurance Co
Ins Broker/Aflac
Agio LLC
Deperz Enterprises LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Depersio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Planning Group
Fairfield, NJ
Tallahassee, FL
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.