Unclaimed Profile

Henry Briscoe Thomas

CORNERSTONE ADVISORY LLP·BALTIMORE, Maryland

SIE, Series 6, Series 7, Series 63, Series 6527 years registeredCORNERSTONE ADVISORY LLP

1 EAST FRANKLIN STREET, BALTIMORE, MD 21202CRD# 1186107Firm CRD# 142359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Henry Briscoe Thomas · BALTIMORE, MD

Registration

CRD #1186107 · CORNERSTONE ADVISORY LLP · 27 years registered

Brand Profile

Not yet started

Career History

EQUITABLE ADVISORS, LLC

Mar 2000 – present

CORNERSTONE ADVISORY LLP

Feb 2007 – Mar 2013

BALTIMORE, MD

LINCOLN FINANCIAL ADVISORS CORPORATION

Jul 1999 – Jul 2003

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 29, 1999

Years registered · 27

Disclosure History

2007Employment Separation After Allegations

1998Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CORNERSTONE ADVISORY, LLC

CRD 142359 · SEC 801-68058

AUM

$1.7B

Regulatory assets under management

Employees

2,374 client accounts

Services offered by CORNERSTONE ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CORNERSTONE ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Henry Briscoe Thomas offer?

Henry Briscoe Thomas specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BALTIMORE, Maryland for a consultation.

What are Henry Briscoe Thomas's credentials?

Henry Briscoe Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry Briscoe Thomas located?

Henry Briscoe Thomas is based in BALTIMORE, Maryland, working with CORNERSTONE ADVISORY LLP. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Henry Briscoe Thomas charge for services?

Henry Briscoe Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE ADVISORY LLP?

CORNERSTONE ADVISORY LLP has approximately 16 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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