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Carmine Brandon Coppola

Cornerstone Planning Group

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About Carmine Brandon Coppola

Carmine Coppola is an investment advisor representative with Cornerstone Planning Group, LLC. Carmine has been in the financial industry for over 7 years and has experience working with individuals, high-net-worth individuals, corporations, and pension plans. Carmine holds Series 7 and 66 securities licenses, as well as the SIE. Carmine has a strong understanding of financial planning and portfolio management.

Firm Information

Carmine Coppola is currently registered with Cornerstone Planning Group. Cornerstone Planning Group, located in Fairfield, NJ, is an investment advisor that manages approximately $523,309,849 in assets for individuals, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, pension consulting, and educational seminars.
Cornerstone Planning Group

350 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$523.31M

Assets Under Management

10

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carmine Coppola’s Registration & Firm History

NJ

09/22/2022 - Present

Cornerstone Planning Group (FAIRFIELD NJ)

NY

08/17/2017 - 09/28/2022

NYLIFE SECURITIES LLC (STATEN ISLAND NY)

NY

03/25/2017 - 07/31/2017

MML INVESTORS SERVICES, LLC (STATEN ISLAND NY)

NY

09/10/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)

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Licenses & Designations

BOTH

Issued 11/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carmine Brandon Coppola.
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