Gary A. Storie

STORIE FINANCIAL ADVISORY LLC

Canonsburg, PA 15317

Some features on this profile are disabled

CRD#: 3066716

Professional summary

Gary Alan Storie, CFP® is a registered financial advisor currently at STORIE FINANCIAL ADVISORY LLC located in Canonsburg, Pennsylvania.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gary has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 24 exams.

Question & Answer

What are your service offerings?

Budgeting

Insurance Planning

Retirement Planning

Employee and Employer Plan Ben...

Business Succession Planning

Education Planning

Comprehensive Financial Planni...

Estate Planning

Tax Planning

Investment Planning

Do you have an area of expertise or specialization?

Charitable Giving

Entrepreneurs

Investment Advice with Ongoing...

Investment Advice without Ongo...

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

None

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.

Accountant/Tax Preparer. Name of business: Gary A. Storie, EA. The business is not investment related. Address: 2400 Ansys Drive, Suite 102, Canonsburg, PA 15317. The nature of the business is preparing tax returns. My position is sole owner and the business is conducted within the purview of Storie Financial Advisory LLC. Start date was 02/04/2016. The approximate number of hours/month devoted to this business is 40 hours. The number of hours devoted to this other business during security trading hours is 12 hours/month. My duties relating to this business is preparing tax returns, assisting with answering inquiries from tax regulators, and administrative tasks supporting this business. Licensed Insurance Agent. Name of business is Gary A. Storie. The business is not investment related. My position is sole owner and the business is conducted within the purview of Storie Financial Advisory LLC. The address of the business is 2400 Ansys Drive, Suite 102, Canonsburg, PA 15317. The nature of the business is providing advice in regards to life insurance and annuities. However, I do not sell any insurance products, and I am not licensed to sell products with any insurance company. The start date of the company was 12/23/2010. The number of hours/month devoted to this business is approximately 4; the number of hours/month devoted to this business during securities trading hours is 2. My duties relating to this business is to maintain my PA Insurance Resident Individual Producer License, and providing advice to clients about life and annuity products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Alan Storie's 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^®

Certified Financial Planner

Start date: 2002

Experience

Current

March 4, 2011 - Present

STORIE FINANCIAL ADVISORY LLC

Office #1: 2400 Ansys Drive Suite 102, Canonsburg, PA 15317

RIA

CRD#: 156294

Canonsburg, PA

Past

June 7, 2010 - December 3, 2010

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

WEXFORD, PA

Past

May 28, 2010 - December 3, 2010

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

WEXFORD, PA

Past

March 17, 2008 - December 2, 2010

FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.

RIA

CRD#: 111505

WEXFORD, PA

Past

March 5, 2008 - June 2, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

PITTSBURGH, PA

Past

March 5, 2008 - June 2, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

PITTSBURGH, PA

Past

December 3, 2004 - February 5, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

BUTLER, PA

Past

December 2, 2004 - February 5, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

BUTLER, PA

Past

February 7, 2003 - December 3, 2004

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

May 14, 2002 - December 12, 2002

BLUE VASE SECURITIES, LLC

RIA

CRD#: 46765

MCMURRAY, PA

Past

March 17, 2000 - December 12, 2002

BLUE VASE SECURITIES, LLC

CRD#: 46765

WASHINGTON, PA

Past

October 21, 1999 - March 31, 2000

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

May 27, 1999 - November 24, 1999

BLUE VASE SECURITIES, LLC

CRD#: 46765

WASHINGTON, PA

Past

June 22, 1998 - July 15, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 22, 1998 - July 15, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/4/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/2/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/17/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 10/2/2000

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/16/1999

General Securities Principal Examination

Current Firm

STORIE FINANCIAL ADVISORY LLC

CRD#: 156294 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/4/2011 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2400 Ansys Drive Suite 102, Canonsburg, PA 15317

Mailing Address

516 Center Church Road, Mcmurray, PA 15317

Phone number

(724) 960-1130

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 73,000,000

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.

Similar Advisors

Edmund Vilsack

JANNEY MONTGOMERY SCOTT LLC

IAR

Canonsburg, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gary A. Storie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Alan Storie's CRS (Customer Relationship Summary).

Certified licenses

Experience

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

KESTRA INVESTMENT SERVICES, LLC

BLUE VASE SECURITIES, LLC

BLUE VASE SECURITIES, LLC

VESTAX SECURITIES CORPORATION

BLUE VASE SECURITIES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/1998

Series 63

Date: 6/22/1998

Series 7

Date: 6/17/1998

Series 4

Date: 10/2/2000

Series 24

Date: 8/16/1999

Current Firm

STORIE FINANCIAL ADVISORY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STORIE FINANCIAL ADVISORY LLC

TRUST BUT VERIFY

Similar Advisors