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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

CORDASCO FINANCIAL NETWORK, INC.

CRD 159544

NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08f443d2-6d76-5904-d5c7-c0ec603000a0

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 9
On other graphs: 0
Observed: Nov 14, 2011 to Mar 30, 2022
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 9
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
SEC number: 801-72895
CRD: 159544
Filings on the tape: 38
First filed: Nov 14, 2011
Latest filed: Mar 30, 2022
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CORDASCO, STEPHEN, FREDERICK	CEO AND FOUNDER	Na	yes	10/2011	Nov 14, 2011	Mar 30, 2022
FREEMAN, FREDERICK, GILDAY	CHIEF COMPLIANCE OFFICER, COO, AND GENERAL MANAGER	Na	yes	02/2017	Feb 28, 2017	Mar 30, 2022
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	12/2021	Jan 23, 2022	Mar 30, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Southampton	Pa	United States	6	no
CHERRY HILL	Nj	United States	2	no
Haddonfield	Nj	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 30, 2022	n/a	n/a	9	8	3	n/a	n/a
2020	Feb 6, 2021	$466M	$462M	12	10	3	n/a	n/a
2019	Feb 25, 2020	$444M	$440M	13	9	2	n/a	n/a
2018	Mar 27, 2019	$383M	$382M	13	9	1	n/a	n/a
2017	Mar 22, 2018	$383M	$349M	11	7	1	n/a	n/a
2016	Feb 28, 2017	$388M	$360M	10	6	n/a	n/a	n/a
2015	Apr 29, 2016	$367M	$338M	12	11	n/a	n/a	n/a
2014	Mar 28, 2015	$423M	$389M	11	11	n/a	n/a	n/a
2013	Mar 31, 2014	$422M	$383M	9	8	n/a	n/a	n/a
2012	Apr 1, 2013	$401M	$401M	9	6	n/a	n/a	n/a
2011	Mar 6, 2012	$300M	$300M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	n/a	$466M	n/a	$383M	n/a	9	12	3	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Jul 12, 2022	May 22, 2024	PHILADELPHIA, PA	Team lift out	Other	33.3%
WISDOM PLANNING, LLC	2	Jul 12, 2022	Oct 24, 2019	PHILADELPHIA, PA	Team lift out	Other	33.3%

Relationships

Controls (3)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Jan 23, 2022 to presentfactForm ADV
← CORDASCO, STEPHEN, FREDERICKOwnerCEO AND FOUNDER, ownership code NA, individual
Nov 14, 2011 to presentfactForm ADV
← FREEMAN, FREDERICK, GILDAYOwnerCHIEF COMPLIANCE OFFICER, COO, AND GENERAL MANAGER, ownership code NA, individual
Feb 28, 2017 to presentfactForm ADV

Affiliated with (2)

← WISDOM PLANNING, LLCRegistered adviserother investment adviser, common control
factForm ADV
← WEST SHORE GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV

Moved with (2)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Jul 12, 2022 to May 22, 2024factForm ADV
→ WISDOM PLANNING, LLCRegistered adviser2 advisors, team lift out, same day
Jul 12, 2022 to Oct 24, 2019factForm ADV

Registered with (12)

← LAWRENCE DAVID SHAWAdvisorregistration: previous registration
Sep 5, 2012 to Jul 12, 2022factForm ADV
← DENNIS MICHAEL JABLONOSKIAdvisorregistration: previous registration
Sep 7, 2017 to Jul 12, 2022factForm ADV
← STEPHEN FREDERICK CORDASCOAdvisorregistration: previous registration
Dec 16, 2011 to Jul 12, 2022factForm ADV
← JOHN TAYLOR WALKERAdvisorregistration: previous registration
Jun 14, 2018 to Jul 12, 2022factForm ADV
← RYAN MATTHEW FLURERAdvisorregistration: previous registration
Sep 15, 2014 to Jul 12, 2022factForm ADV
← Evan M SalterAdvisorregistration: previous registration
Sep 28, 2018 to Jul 12, 2022factForm ADV
← TIMOTHY FREDERICK JOSEPHAdvisorregistration: previous registration
Sep 16, 2015 to Apr 22, 2022factForm ADV
← Desiree A. ReilAdvisorregistration: previous registration
Dec 7, 2018 to Dec 17, 2021factForm ADV
← BRIAN ROBERT HILLSBERGAdvisorregistration: previous registration
May 18, 2018 to Dec 15, 2021factForm ADV
← CHRISTOPHER Michael GIBBONSAdvisorregistration: previous registration
Oct 24, 2017 to Sep 10, 2018factForm ADV
← JASON MARDINLYAdvisorregistration: previous registration
May 18, 2012 to Jul 7, 2017factForm ADV
← JOSHUA DALE KELLEY DUVALLAdvisorregistration: previous registration
Jan 29, 2015 to Sep 19, 2016factForm ADV

Dated events

Occurred
Jul 12, 2022
Team lift-out
2 advisors left Cordasco Financial Network, Inc. (Southampton, PA) for Wisdom Planning, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 12, 2022
Team lift-out
2 advisors left Cordasco Financial Network, Inc. (Philadelphia, PA) for Mercer Global Advisors Inc. on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 12, 2022
Advisor changed firm
Lawrence David Shaw left Cordasco Financial Network, Inc. for Mercer Global Advisors Inc. (registered 2022-03-29)
Form ADVobserved 4 days ago
Occurred
Jul 12, 2022
Advisor changed firm
Dennis Michael Jablonoski left Cordasco Financial Network, Inc. for Mercer Global Advisors Inc. (registered 2022-03-31)
Form ADVobserved 4 days ago
Occurred
Jul 12, 2022
Advisor changed firm
Stephen Frederick Cordasco left Cordasco Financial Network, Inc. for Andrew Garrett, Inc. (registered 2012-03-20)
Form ADVobserved 4 days ago
Occurred
Jul 12, 2022
Advisor changed firm
Ryan Matthew Flurer left Cordasco Financial Network, Inc. for Wisdom Planning, Llc (registered 2014-10-01)
Form ADVobserved 4 days ago
Occurred
Jul 12, 2022
Advisor changed firm
Evan M Salter left Cordasco Financial Network, Inc. for Mercer Global Advisors Inc. (registered 2024-05-22)
Form ADVobserved 4 days ago
Occurred
Jul 12, 2022
Advisor changed firm
John Taylor Walker left Cordasco Financial Network, Inc. for Wisdom Planning, Llc (registered 2019-10-24)
Form ADVobserved 4 days ago
Occurred
Apr 22, 2022
Advisor changed firm
Timothy Frederick Joseph left Cordasco Financial Network, Inc. for Wisdom Planning, Llc (registered 2017-10-13)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08f443d2-6d76-5904-d5c7-c0ec603000a0
First observed: Nov 14, 2011
Last observed: Mar 30, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORDASCO FINANCIAL NETWORK, INC.

CRD 159544

NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08f443d2-6d76-5904-d5c7-c0ec603000a0

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:19 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORDASCO, STEPHEN, FREDERICK

CEO AND FOUNDER

yes

10/2011

Nov 14, 2011

Mar 30, 2022

FREEMAN, FREDERICK, GILDAY

CHIEF COMPLIANCE OFFICER, COO, AND GENERAL MANAGER

yes

02/2017

Feb 28, 2017

Mar 30, 2022

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

12/2021

Jan 23, 2022

Mar 30, 2022

City

State

Country

Employees

Also broker-dealer

Southampton

United States

CHERRY HILL

United States

Haddonfield

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 30, 2022

n/a

2020

Feb 6, 2021

$466M

$462M

n/a

2019

Feb 25, 2020

$444M

$440M

n/a

2018

Mar 27, 2019

$383M

$382M

n/a

2017

Mar 22, 2018

$383M

$349M

n/a

2016

Feb 28, 2017

$388M

$360M

n/a

2015

Apr 29, 2016

$367M

$338M

n/a

2014

Mar 28, 2015

$423M

$389M

n/a

2013

Mar 31, 2014

$422M

$383M

n/a

2012

Apr 1, 2013

$401M

n/a

2011

Mar 6, 2012

$300M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

n/a

$466M

n/a

$383M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Jul 12, 2022

May 22, 2024

PHILADELPHIA, PA

Team lift out

Other

33.3%

WISDOM PLANNING, LLC

Jul 12, 2022

Oct 24, 2019

PHILADELPHIA, PA

Team lift out

Other

33.3%