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Giro Michael Maddaluna

Cornerstone Planning Group

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About Giro Michael Maddaluna

Giro Maddaluna is an Investment Advisor Representative with Cornerstone Planning Group in Fairfield, NJ. Giro has been in the industry since 2005 and has a Series 63, Series 66 and Series 7 licenses. Cornerstone Planning Group is a financial advisory firm with a focus on providing financial planning, portfolio management for individuals, and pension consulting. They have approximately $523 million in regulatory assets under management and work with individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Giro Maddaluna 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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Giro Maddaluna’s Registration & Firm History

NJ

06/21/2022 - Present

Cornerstone Planning Group (FAIRFIELD NJ)

NJ

10/04/2010 - 06/29/2022

NYLIFE SECURITIES LLC (SADDLE BROOK NJ)

NY

10/27/2008 - 05/12/2010

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

09/19/2008 - 10/08/2008

NEUBERGER BERMAN, LLC (NEW YORK NY)

NY

04/21/2006 - 09/24/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NJ

05/09/2005 - 10/28/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 04/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Giro Michael Maddaluna.
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