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Sean Fitzpatrick

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 2026-01-14
  • NJ RA
    APPROVED
    Since 2026-01-14

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
Middletown School District Middletown NJ 10/2015 06/2021
Rutgers University New Brunswick NJ 08/2021 05/2025
Strata Capital Fairfield NJ 05/2024 05/2025
Strata Capital Fairfield NJ 06/2025 Present
  • 10/2015 → 06/2021
    Middletown School District
    Middletown, NJ
  • 08/2021 → 05/2025
    Rutgers University
    New Brunswick, NJ
  • 05/2024 → 05/2025
    Strata Capital
    Fairfield, NJ
  • 06/2025 → Present
    Strata Capital
    Fairfield, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-12
  • S65 Uniform Investment Adviser Law Examination
    2025-11-12

View on SEC IAPD

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ALLSTATE FINANCIAL ADVISORS, LLC
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Other Investors

FRANK WILHELM KAPITZA
RICHARD BLANEY
STEPHEN PAUL GUNBY
DIANA M LONGO
SASA PALAVESTRA
HENRY ANTHONY DIIORIO
JOEL DAVID ORRIS
Christian Raymond Garces

Other Offices

BROOKSTONE WEALTH ADVISORS, LLC · Fairfield, NJ
CETERA INVESTMENT ADVISERS LLC · FAIRFIELD, NJ
INTEGRITY ALLIANCE, LLC. · Fairfield, NJ
LPL ENTERPRISE, LLC · FAIRFIELD, NJ
KEY CLIENT FIDUCIARY ADVISORS, LLC · FAIRFIELD, NJ
KEY CLIENT FIDUCIARY ADVISORS, LLC · FAIRFIELD, NJ
NATIONS FINANCIAL GROUP, INC. · Fairfield, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · Fairfield, NJ

More in Fairfield, NJ

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