Inactive

Christopher Pesota

Cornerstone Advisory

Hunt Valley, MD

CRD 6684235

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Employer firm

Cornerstone Advisory CRD 142359

$2.25B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Pension consulting

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

Current Employers

Cornerstone Advisory

211 Old Padonia Road, Hunt Valley, MD 21030 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-01-26

MD RA
APPROVED

Since 2024-01-26

Branch Locations

211 Old Padonia Road, Hunt Valley, MD 21030 • 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

Organization	City	State	From	To
T Rowe Price	Owings Mills	MD	07/2016	01/2024
Cornerstone Advisory	Hunt Valley	MD	01/2024	Present

07/2016 → 01/2024

T Rowe Price

Owings Mills, MD
01/2024 → Present

Cornerstone Advisory

Hunt Valley, MD

Previous Registrations

2016-09-15 → 2024-01-10

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Owings Mills, MD

Owings Mills, MD

Baltimore, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-09-14

S66 Uniform Combined State Law Examination

2016-09-14

Designations

Certified Financial Planner

View on SEC IAPD

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