Carmine
Coppola
Cornerstone Planning Group
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About this Advisor
Carmine Coppola is a financial advisor who works out of Fairfield, New Jersey with 1 year of industry experience. Coppola is currently employed by Cornerstone Planning Group. Their career trajectory has included roles at Metlife Securities, Casandra Properties, Drogas, Ippolito Dis, H & M International, Wagner College, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Nylife Securities LLC, New York Life Insurance Co, Eagle Strategies LLC, Strata Capital Group, LLC and Cornerstone Planning Group, LLC. Coppola maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Cornerstone Planning Group is a financial advisory company headquartered in Fairfield, NJ. The investment advisory business has offices in four locations and a total of 14 employees. It administers $419 million in assets between its 2,203 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 2,203 customer accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in assets. Cornerstone Planning Group offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees largely depend on the type of financial services. Fees charged by Cornerstone Planning Group most likely are comprised 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
Carmine Coppola Work History
Carmine has been registered as a financial advisor for 1 years.*
Cornerstone Planning Group, LLC
Strata Capital Group, LLC
Mml Investors Services, LLC
Nylife Securities LLC
New York Life Insurance Co
Eagle Strategies LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities
Casandra Properties
Drogas
H & M International
Ippolito Dis
H & M International
Wagner College
*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 Carmine Coppola 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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