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Carmine Brandon Coppola

Cornerstone Planning Group

Fairfield, NJ

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Current Employers
Cornerstone Planning Group

350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-22
  • NJ RA
    APPROVED
    Since 2022-09-22

Branch Locations

350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Staten Island NY 08/2015 07/2017
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 07/2017
Mml Investors Services, Llc Staten Island NY 03/2017 07/2017
Nylife Securities Llc Saddlebrook NJ 08/2017 09/2022
New York Life Insurance Co Saddlebrook NJ 06/2017 09/2022
Eagle Strategies Llc Saddle Brook NJ 07/2017 09/2022
Strata Capital Group, Llc Staten Island NY 07/2018 Present
Cornerstone Planning Group, Llc Fairfield NJ 09/2022 Present
  • 08/2015 → 07/2017
    Metlife Securities
    Staten Island, NY
  • 07/2016 → 07/2017
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 07/2017
    Staten Island, NY
  • 08/2017 → 09/2022
    Nylife Securities Llc
    Saddlebrook, NJ
  • 06/2017 → 09/2022
    New York Life Insurance Co
    Saddlebrook, NJ
  • 07/2017 → 09/2022
    Saddle Brook, NJ
  • 07/2018 → Present
    Strata Capital Group, Llc
    Staten Island, NY
  • 09/2022 → Present
    Cornerstone Planning Group, Llc
    Fairfield, NJ
Previous Registrations
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1000 South Ave, Staten Island, NY 10311; 10 hours per month; investment related] [OPERATING UNDER THE DBA NAME OF STRATA CAPITAL GROUP, LLC FOR THE PURPOSE OF SELLING LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; STATEN ISLAND, NY; START DATE: 07/2018]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-12
  • S66 Uniform Combined State Law Examination
    2015-11-12
Other Names
  • Carmine Coppola

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