Zane Belcak has been an investment adviser representative at Cornerstone Planning Group since August 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.
Zane Belcak’s longest registration was 1 year at Zynergy Retirement Planning (2024–2026). Before joining Cornerstone Planning Group in 2026, Zane Belcak was registered through Zynergy Retirement Planning.
- Cornerstone Planning GroupCurrent– present · under a yearRed Bank, NJ · Adviser representative · Firm CRD 307189
- Zynergy Retirement Planning– · 1 yearRed Bank, NJ · Adviser representative · Firm CRD 143861
Investment adviser representative registrations
Zane Belcak is registered as an investment adviser representative in New Jersey, since August 2026.
- New JerseySince 14 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zane Thomas Belcak
- CRD
- 7952505
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 280 NJ 35, Suite 305, Red Bank, NJ 07701
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Zane Belcak work?
Zane Belcak is an investment adviser representative registered through Cornerstone Planning Group Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zane Belcak a financial advisor?
Yes. Zane Belcak has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since August 2026.
How many years of experience does Zane Belcak have?
Zane Belcak has 1 year in the financial industry, since January 2025, across 2 adviser firms.
What exams has Zane Belcak passed?
Zane Belcak passed the Series 65 in October 2024.
Where did Zane Belcak work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Zane Belcak was registered through Zynergy Retirement Planning, October 2024 to June 2026.
Where is Zane Belcak based?
Zane Belcak’s registered office is in Red Bank, NJ.
Is Zane Belcak registered with FINRA?
No. Zane Belcak has no current broker registration.
How can I verify Zane Belcak’s record?
Search CRD 7952505 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zane Belcak’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO