Member · Cornerstone Advisory
Thomas N. Biddison
CRD 2516775 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cornerstone Advisory, an SEC-registered wealth manager based in Hunt Valley, MD with $2.2 billion in regulatory assets, lists Thomas N. Biddison on its Form ADV as Member, a control person. The SEC filings also name Thomas at 1 other registered adviser.
Firms and roles
- Cornerstone AdvisoryMemberWealth manager · Hunt Valley, MD · $2.2B in regulatory assets
- Outcome Driven Strategies, LLCMemberAsset manager · Hunt Valley, MD · $360M in regulatory assets
AtlasMembers
Thomas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Donald S. HuberChief Compliance Officer, Managing Member, Cornerstone Advisory
- Erik D. JohnsonMember, Cornerstone Advisory
- Christopher W. ThomeChief Compliance Officer, Outcome Driven Strategies, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.