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Erik Dorsey Johnson

Cornerstone Advisory

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About Erik Dorsey Johnson

Erik Dorsey Johnson is a financial advisor with Cornerstone Advisory. Erik has been in the financial services industry since 1991 and has experience in portfolio management and financial planning. Erik is also a Principal at Private Fund Advisors, Inc. Currently, Erik is registered with the State of Maryland and Texas.

Firm Information

Erik Johnson 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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Erik Johnson’s Registration & Firm History

MD

11/01/2018 - Present

Cornerstone Advisory (ARNOLD MD)

NY

11/07/1991 - 07/29/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erik Dorsey Johnson.
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