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RC

Reginald C. Corinaldi

FINANCIAL SECURITY ADVISORY
VA BEACH, VA 23452
Some features on this profile are disabled
CRD#: 1054108
RC

Professional summary


Reginald Curtis Corinaldi, CFP®, who also goes by Reggie Corinaldi, Reginald C Corinaldi, Reginald Curtis Cornaldi, is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Va Beach, Virginia and FINANCIAL SECURITY MANAGEMENT, INCORPORATED located in Virginia Beach, Virginia.

Reginald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Reginald has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Reggie Corinaldi | Reginald C Corinaldi | Reginald Curtis Cornaldi

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME: FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: VICE PRESIDENT; START DATE: 1/17/97; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES. NAME: THE BLOCKER FOUNDATION; INVESTMENT-RELATED: YES; ADDRESS: 705 W WASHINGTON STREET, STE 200, SUFFOLK, VA 23434; NATURE OF BUSINESS: NON-PROFIT FOR CHARITABLE GIVING; POSITION: BOARD MEMBER; START DATE: 1/01/2023; APPROX. HRS PER MO: 4-6; APPROX HRS DURING TRADING HRS: 1-2; DUTIES: DELEGATE DUTIES TO THE BOARD, ATTEND CHAPTER MEETINGS, MEET WITH MEMBERS, COORDINATE SPONSORSHIP.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Reginald Curtis Corinaldi's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1988

Experience


Current

July 3, 1997 - Present

FINANCIAL SECURITY ADVISORY INC

Office #1: 575 Lynnhaven Pkwy Suite 310, Va Beach, VA 23452
RIA
CRD#: 110746
VA BEACH, VA
Current

May 14, 1997 - Present

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

Office #1: 477 Viking Dr Ste 305, Virginia Beach, VA 23452
BD
CRD#: 43000
Virginia Beach, VA
Past

March 7, 1995 - May 15, 1997

DAVENPORT-DUKES FINANCIAL SERVICES, INC.

BD
CRD#: 37664
Past

November 19, 1989 - March 16, 1995

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

July 27, 1987 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

October 13, 1986 - August 1, 1987

SSV SECURITIES, INC.

BD
CRD#: 17103
Past

March 13, 1985 - November 4, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

April 4, 1983 - March 14, 1985

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
Past

January 19, 1983 - March 22, 1985

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FINANCIAL SECURITY ADVISORY INC
FINANCIAL SECURITY ADVISORY INC

CRD#: 110746 / SEC#: 801-54496

RIA
Registered Investment Advisory firm - (5/15/1997 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/8/2024)
RR
Arizona
(1/4/2008)
RR
California
(6/9/1997)
RR
District of Columbia
(2/21/2012)
RR
Florida
(6/6/1997)
RR
Georgia
(1/22/2018)
RR
Maryland
(5/27/1997)
RR
Massachusetts
(4/26/2002)
RR
Michigan
(5/11/2000)
RR
Missouri
(1/4/2010)
RR
New Jersey
(2/14/2005)
RR
New York
(6/2/1997)
RR
North Carolina
(5/23/1997)
RR
Ohio
(7/20/2001)
RR
Oregon
(1/6/2025)
RR
Pennsylvania
(6/4/1997)
RR
South Carolina
(4/11/2006)
RR
Vermont
(1/4/2008)
RR
Virginia
(5/15/1997)
IAR
Virginia
(7/3/1997)
RR
Washington
(9/13/2005)
RR
Wisconsin
(1/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/30/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FINANCIAL SECURITY ADVISORY INC
FINANCIAL SECURITY ADVISORY INC

CRD#: 110746 / SEC#: 801-54496

RIA
Registered Investment Advisory firm - (5/15/1997 Approved)
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Contact information


Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 431-1414
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FINANCIAL SECURITY ADVISORY, INC. PART 2A BROCHURE 09262024 (9/30/2024)

Regulatory assets under management


Total Number of Accounts2,904
AUM (Assets Under Management)$ 1,570,635,977

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL SECURITY ADVISORY INC

CRD#: 110746Va Beach, VA 23452

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