Carmine Coppola has been an investment adviser representative at Cornerstone Planning Group since September 2022, 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.
Carmine Coppola is a Financial Advisor at Cornerstone Planning Group and Co-Founder of Strata Capital, a firm affiliated with Cornerstone. He works with corporate professionals, executives and entrepreneurs on integrated planning, investment and tax strategy. His focus is on planning-first frameworks that support long-term growth and clarity.
Carmine Coppola’s longest registration was 5 years at Eagle Strategies LLC (2017–2022). Before joining Cornerstone Planning Group in 2022, Carmine Coppola was registered through Eagle Strategies LLC and MML Investors Services, LLC.
- Cornerstone Planning GroupCurrent– present · 4 yearsFairfield, NJ · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 5 yearsStaten Island, NY · Adviser representative · Firm CRD 110826
- MML Investors Services, LLC– · under a yearStaten Island, NY · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · 1 yearStaten Island, NY · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Carmine Coppola is registered as an investment adviser representative in New Jersey, since September 2022.
- New JerseySince 22 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 November 2015 |
| Series 7 | General Securities Representative Examination | 10 September 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Carmine Brandon Coppola
- CRD
- 6544482
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Carmine Coppola work?
Carmine Coppola is an investment adviser representative registered through Cornerstone Planning Group Inc. since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Carmine Coppola a financial advisor?
Yes. Carmine Coppola has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since September 2022.
How many years of experience does Carmine Coppola have?
Carmine Coppola has 11 years in the financial industry, since September 2015, across 4 adviser firms.
What exams has Carmine Coppola passed?
Carmine Coppola has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2015. FINRA credited Carmine Coppola with the SIE, which began in October 2018.
Where did Carmine Coppola work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Carmine Coppola was registered through MML Investors Services, LLC, March 2017 to July 2017; Msi Financial Services, Inc., March 2016 to March 2017.
Where is Carmine Coppola based?
Carmine Coppola’s registered office is in Fairfield, NJ.
Is Carmine Coppola registered with FINRA?
No. Carmine Coppola has no current broker registration.
How can I verify Carmine Coppola’s record?
Search CRD 6544482 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carmine Coppola’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO