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Christopher Pesota

Cornerstone Advisory

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About Christopher Pesota

Christopher Pesota is a financial advisor at Cornerstone Advisory in Hunt Valley, MD. Christopher has been a registered representative since August 2016. Christopher's primary registration is with the state of Maryland. Christopher is also a Certified Financial Planner. Cornerstone Advisory provides financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting.

Firm Information

Christopher Pesota is currently registered with Cornerstone Advisory. Cornerstone Advisory is an investment advisor located in HUNT VALLEY, MD. The firm manages approximately $1,741,867,186 in assets for 2,374 accounts. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. Cornerstone Advisory primarily serves high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth, and charitable organizations.
Cornerstone Advisory

211 OLD PADONIA ROAD

HUNT VALLEY, MD 21030

$1.74B

Assets Under Management

Not reported

Total Clients

8

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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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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Christopher Pesota’s Registration & Firm History

MD

01/26/2024 - Present

Cornerstone Advisory (HUNT VALLEY MD)

MD

08/23/2016 - 01/10/2024

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 09/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Pesota.
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