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Giro Michael Maddaluna

Cornerstone Planning Group

Fairfield, NJ

Rutherford, NJ

CRD 4876763

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Employer firm

Cornerstone Planning Group CRD 307189

$952M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cornerstone Planning Group

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-06-21
  • NJ RA
    APPROVED
    Since 2022-06-21

Branch Locations

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

2 Sylvan Street, Unit 1, Rutherford, NJ 07070 • 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
New York Life Insurance Company Edison NJ 06/2010 06/2022
Nylife Securities Llc Edison NJ 09/2010 06/2022
Eagle Strategies Llc Saddle Brook NJ 04/2014 06/2022
Bm Financial Group, Llc Saddle Brook NJ 09/2016 01/2019
Luna Financial Group, Llc Rutherford NJ 01/2020 Present
Cornerstone Planning Group, Llc Fairfield NJ 06/2022 Present
  • 06/2010 → 06/2022
    New York Life Insurance Company
    Edison, NJ
  • 09/2010 → 06/2022
    Nylife Securities Llc
    Edison, NJ
  • 04/2014 → 06/2022
    Saddle Brook, NJ
  • 09/2016 → 01/2019
    Bm Financial Group, Llc
    Saddle Brook, NJ
  • 01/2020 → Present
    Luna Financial Group, Llc
    Rutherford, NJ
  • 06/2022 → Present
    Cornerstone Planning Group, Llc
    Fairfield, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-17
S63 Uniform Securities Agent State Law Examination 2011-02-04
  • S66 Uniform Combined State Law Examination
    2014-04-17
  • S63 Uniform Securities Agent State Law Examination
    2011-02-04
Other Names
  • Jerry Michael Maddaluna
  • Giro Michael Maddaluna
  • Jerry Maddaluna

View on SEC IAPD

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