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David C D'albero

Cornerstone Planning Group

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About David C D'albero

David C D'albero is an investment advisor representative with Cornerstone Planning Group, LLC. David has been in the financial services industry for over 10 years. David is registered with the state of New Jersey as an Investment Advisor Representative. David has passed the Series 6, 7, 63, and 65 exams. David holds a license as an insurance broker and is the owner of Strata Capital Group, LLC.

Firm Information

David D'albero 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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David D'albero’s Registration & Firm History

NJ

09/22/2022 - Present

Cornerstone Planning Group (FAIRFIELD NJ)

NY

11/20/2017 - 09/28/2022

NYLIFE SECURITIES LLC (STATEN ISLAND NY)

NY

03/25/2017 - 11/02/2017

MML INVESTORS SERVICES, LLC (STATEN ISLAND NY)

NY

11/24/2011 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)

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Licenses & Designations

IA

Issued 09/26/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/23/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David C D'albero.
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