David D'Albero 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.
David D'Albero is a Financial Advisor at Cornerstone Planning Group and Founder and Wealth Advisor of Strata Capital, a firm affiliated with Cornerstone. He is a member of its Investment Committee. He provides investment and comprehensive planning guidance to help clients make financial decisions with clarity and confidence.
David D'Albero’s longest registration was 4 years at Eagle Strategies LLC (2017–2022). Before joining Cornerstone Planning Group in 2022, David D'Albero was registered through Eagle Strategies LLC.
- Cornerstone Planning GroupCurrent– present · 4 yearsFairfield, NJ · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 4 yearsStaten Island, NY · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
David D'Albero 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 65 | Uniform Investment Adviser Law Examination | 26 September 2017 |
| Series 7 | General Securities Representative Examination | 27 February 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 December 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David C D'Albero
- CRD
- 5975909
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- December 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does David D'Albero work?
David D'Albero 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 David D'Albero a financial advisor?
Yes. David D'Albero has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since September 2022.
How many years of experience does David D'Albero have?
David D'Albero has 14 years in the financial industry, since December 2011, across 2 adviser firms.
What exams has David D'Albero passed?
David D'Albero has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in November 2011. FINRA credited David D'Albero with the SIE, which began in October 2018.
Where is David D'Albero based?
David D'Albero’s registered office is in Fairfield, NJ.
Is David D'Albero registered with FINRA?
No. David D'Albero has no current broker registration.
How can I verify David D'Albero’s record?
Search CRD 5975909 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David D'Albero’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO