Thomas Woloszyn 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.
Thomas Woloszyn’s longest registration is the current one, 4 years at Cornerstone Planning Group since 2022. Before joining Cornerstone Planning Group in 2022, Thomas Woloszyn was registered through Eagle Strategies LLC.
- Cornerstone Planning GroupCurrent– present · 4 yearsFairfield, NJ · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 3 yearsStaten Island, NY · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Thomas Woloszyn is registered as an investment adviser representative in New Jersey, since September 2022.
- New JerseySince 22 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 July 2019 |
| Series 7TO | General Securities Representative Examination | 18 March 2019 |
| SIE | Securities Industry Essentials Examination | 19 January 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Thomas Marian Woloszyn
- CRD
- 6995328
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Woloszyn work?
Thomas Woloszyn 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 Thomas Woloszyn a financial advisor?
Yes. Thomas Woloszyn has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since September 2022.
How many years of experience does Thomas Woloszyn have?
Thomas Woloszyn has 7 years in the financial industry, since March 2019, across 2 adviser firms.
What exams has Thomas Woloszyn passed?
Thomas Woloszyn has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2019.
Where is Thomas Woloszyn based?
Thomas Woloszyn’s registered office is in Fairfield, NJ.
Is Thomas Woloszyn registered with FINRA?
No. Thomas Woloszyn has no current broker registration.
How can I verify Thomas Woloszyn’s record?
Search CRD 6995328 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Woloszyn’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO