Alexa Pao has been an investment adviser representative at Cornerstone Planning Group since August 2026, and is not listed among the firm’s executive officers or direct owners.
Cornerstone Planning Group Inc. is a Fairfield, NJ firm with $952M under management, 1,251 clients and 16 advisers across 8 offices, as of its September 2026 filing.
Alexa Pao’s longest registration was 11 years at Eagle Strategies LLC (2014–2026). Before joining Cornerstone Planning Group in 2026, Alexa Pao was registered through Eagle Strategies LLC.
- Cornerstone Planning GroupCurrent– present · under a yearLake Mary, FL · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 11 yearsLake Mary, FL · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Alexa Pao is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 25 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 August 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 March 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Alexa Sider Pao
- CRD
- 5675301
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- Lake Mary, FL
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexa Pao work?
Alexa Pao is an investment adviser representative registered through Cornerstone Planning Group Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alexa Pao a financial advisor?
Yes. Alexa Pao has a current investment-adviser registration in Florida, through Cornerstone Planning Group since August 2026.
How many years of experience does Alexa Pao have?
Alexa Pao has 14 years in the financial industry, since September 2012, across 2 adviser firms.
What exams has Alexa Pao passed?
Alexa Pao has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in August 2012. FINRA credited Alexa Pao with the SIE, which began in October 2018.
Where did Alexa Pao work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Alexa Pao was registered through Eagle Strategies LLC, August 2014 to July 2026.
Where is Alexa Pao based?
Alexa Pao’s registered office is in Lake Mary, FL.
Is Alexa Pao registered with FINRA?
No. Alexa Pao has no current broker registration.
How can I verify Alexa Pao’s record?
Search CRD 5675301 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexa Pao’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO