Tyler Allen has been an investment adviser representative at Cornerstone Planning Group since November 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.
- Cornerstone Planning GroupCurrent– present · 3 yearsFairfield, NJ · Adviser representative · Firm CRD 307189
Investment adviser representative registrations
Tyler Allen is registered as an investment adviser representative in New Jersey, since November 2022.
- New JerseySince 28 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6938713
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Tyler Allen work?
Tyler Allen is an investment adviser representative registered through Cornerstone Planning Group Inc. since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Tyler Allen a financial advisor?
Yes. Tyler Allen has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since November 2022.
How many years of experience does Tyler Allen have?
Tyler Allen has 7 years in the financial industry, since May 2019, across 1 adviser firm.
What exams has Tyler Allen passed?
Tyler Allen has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2018. FINRA credited Tyler Allen with the SIE, which began in October 2018.
Where is Tyler Allen based?
Tyler Allen’s registered office is in Fairfield, NJ.
Is Tyler Allen registered with FINRA?
No. Tyler Allen has no current broker registration.
How can I verify Tyler Allen’s record?
Search CRD 6938713 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Allen’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO