Barjes Rainiero Angulo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 06/2022
  New York Life Insurance Company
  New York, NY
• 07/2006 → 06/2022
  Nylife Securities Llc
  New York, NY
• 06/2012 → 06/2022
  Eagle Strategies Llc
  New York, NY
• 03/2014 → Present
  Angulo Strategies Llc
  New York, NY
• 06/2022 → Present
  Cornerstone Financial Planning Group
  Fairfield, NJ

Previous Registrations

• 2012-06-26 → 2022-06-21
  Eagle Strategies Llc
  New York, NY
  New York, NY
• 2004-05-13 → 2006-01-04
  National Planning Corporation
  Bloomsbury, NJ
• 2002-07-01 → 2004-04-26
  Equitable Advisors, Llc
  New York, NY

Other Businesses

[OPERATING UNDER THE DBA NAME OF ANGULO STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: NEW YORK, NY; START DATE: 03/2014]

Exams

• S66 Uniform Combined State Law Examination
  2012-06-22
• S65 Uniform Investment Adviser Law Examination
  2001-02-23
• S63 Uniform Securities Agent State Law Examination
  2000-04-11

Other Names

• Barjes R Angulo