Ethan Kupfer has been an investment adviser representative at Cornerstone Planning Group since July 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.
Ethan Kupfer’s longest registration is the current one, under a year at Cornerstone Planning Group since 2026. Before joining Cornerstone Planning Group in 2026, Ethan Kupfer was registered through Equitable Advisors, LLC.
- Cornerstone Planning GroupCurrent– present · under a yearFairfield, NJ · Adviser representative · Firm CRD 307189
- Equitable Advisors, LLC– · under a yearRiver Edge, NJ · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Ethan Kupfer is registered as an investment adviser representative in New Jersey, since July 2026.
- New JerseySince 30 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 3 November 2025 |
| Series 66 | Uniform Combined State Law Examination | 10 September 2025 |
| SIE | Securities Industry Essentials Examination | 12 August 2025 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ethan Albert Kupfer
- CRD
- 8181259
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Ethan Kupfer work?
Ethan Kupfer is an investment adviser representative registered through Cornerstone Planning Group Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ethan Kupfer a financial advisor?
Yes. Ethan Kupfer has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since July 2026.
How many years of experience does Ethan Kupfer have?
Ethan Kupfer has 0 years in the financial industry, since June 2026, across 2 adviser firms.
What exams has Ethan Kupfer passed?
Ethan Kupfer has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in August 2025.
Where did Ethan Kupfer work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Ethan Kupfer was registered through Equitable Advisors, LLC, November 2025 to December 2025.
Where is Ethan Kupfer based?
Ethan Kupfer’s registered office is in Fairfield, NJ.
Is Ethan Kupfer registered with FINRA?
No. Ethan Kupfer has no current broker registration.
How can I verify Ethan Kupfer’s record?
Search CRD 8181259 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ethan Kupfer’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO