Thomas Sokira has been an investment adviser representative at Cornerstone Planning Group since April 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.
Tom Sokira is a Financial Advisor and Retirement Plan Specialist at Cornerstone Planning Group. He supports retirement plan sponsors and their employees in the design, implementation and ongoing management of workplace retirement benefit solutions. He provides guidance on plan design and investment options for plan committee members and participants.
Thomas Sokira’s longest registration was 8 years at LPL Financial LLC (2017–2026). Before joining Cornerstone Planning Group in 2026, Thomas Sokira was registered through LPL Financial LLC and National Planning Corporation ("NPC of America" in FL & NY).
- Cornerstone Planning GroupCurrent– present · under a yearFairfield, NJ · Adviser representative · Firm CRD 307189
- LPL Financial LLC– · 8 yearsBasking Ridge, NJ · Adviser representative · Firm CRD 6413
- National Planning Corporation ("NPC of America" in FL & NY)– · 7 yearsStIrling, NJ · Adviser representative · Firm CRD 29604
Investment adviser representative registrations
Thomas Sokira is registered as an investment adviser representative in New Jersey, since April 2026.
- New JerseySince 13 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2010 |
| Series 24 | General Securities Principal Examination | 1 September 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 October 1996 |
| Series 7 | General Securities Representative Examination | 2 October 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2659205
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- February 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Thomas Sokira work?
Thomas Sokira is an investment adviser representative registered through Cornerstone Planning Group Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Sokira a financial advisor?
Yes. Thomas Sokira has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since April 2026.
How many years of experience does Thomas Sokira have?
Thomas Sokira has 29 years in the financial industry, since February 1997, across 3 adviser firms.
What exams has Thomas Sokira passed?
Thomas Sokira has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in October 1995. FINRA credited Thomas Sokira with the SIE, which began in October 2018.
Where did Thomas Sokira work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Thomas Sokira was registered through National Planning Corporation ("NPC of America" in FL & NY), September 2010 to November 2017.
Where is Thomas Sokira based?
Thomas Sokira’s registered office is in Fairfield, NJ.
Is Thomas Sokira registered with FINRA?
No. Thomas Sokira has no current broker registration.
How can I verify Thomas Sokira’s record?
Search CRD 2659205 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Sokira’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO