CCO · Cornerstone Planning Group
Walter A. Gilmore
CRD 1996728 · Named on Form ADV at 11 SEC-registered advisers
At a glance
Cornerstone Planning Group, an SEC-registered wealth manager based in Fairfield, NJ with $952 million in regulatory assets, lists Walter A. Gilmore on its Form ADV as CCO. The SEC filings also name Walter at 10 other registered advisers.
Firms and roles
- Cornerstone Planning GroupCCOWealth manager · Fairfield, NJ · $952M in regulatory assets
- Piton Investment Management, LPCCOAsset manager · Garden City, NY · $928M in regulatory assets
- Ventura Wealth ManagementCCOWealth manager · Yardley, PA · $713M in regulatory assets
- Clearshares LLCChief Compliance OfficerAsset manager · Marco Island, FL · $382M in regulatory assets
- CIC, LLCCCOAsset manager · Marco Island, FL · $300M in regulatory assets
- Bluefin FinancialCCOWealth manager · Moorestown, NJ · $290M in regulatory assets
- Usca Asset Management LLCCCOPrivate fund adviser · Houston, TX · $132M in regulatory assets
- Alpha FiduciaryCCOWealth manager · Phoenix, AZ · $114M in regulatory assets
- K R Financial LLCChief Compliance OfficerWealth manager · United States · $91M in regulatory assets
- Halo Investment Services, LLCChief Compliance OfficerAsset manager · Manhasset, NY · $75M in regulatory assets
- PLH Family Office, LLCCCOAsset manager · Garden City, NY · $0M in regulatory assets
AtlasMembers
Walter’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
- 11 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (21)
- Carmine CorinoOwner,, Cornerstone Planning Group
- Jon A. TarnoChief Operating Officer, Cornerstone Planning Group
- James P. FortescueChief Executive Officer, Piton Investment Management, LP
- Kristopher R. KonradDirector, Piton Investment Management, LP
- James P. SlatteryPresident, Chief Financial Officer and Chief Operating Officer, Piton Investment Management, LP
16 more people named with Walter on the same filings, with titles and firms. Free in Atlas with a free account.
See all 21 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Walter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.