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CK

Christopher G. Kelly

CORNERSTONE PLANNING GROUP
Fairfield, NJ 07004
Some features on this profile are disabled
CRD#: 3176158
CK

Professional summary

Christopher George Kelly is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Fairfield, New Jersey.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher George Kelly'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®
None

Experience

Current

January 23, 2026 - Present

CORNERSTONE PLANNING GROUP

Office #1: 350 Passaic Avenue Suite 201, Fairfield, NJ 07004
RIA
CRD#: 307189
Fairfield, NJ
Past

February 18, 2020 - January 23, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Saddle Brook, NJ
Past

February 5, 2020 - January 23, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Saddle Brook, NJ
Past

January 8, 2020 - January 30, 2020

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
SADDLE BROOK, NJ
Past

December 26, 2019 - January 30, 2020

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SADDLE BROOK, NJ
Past

March 25, 2017 - December 6, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SADDLE BROOK, NJ
Past

March 25, 2017 - December 6, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SADDLE BROOK, NJ
Past

February 20, 2007 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
STATEN ISLAND, NY
Past

August 1, 2002 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
ELMWOOD PARK, NJ
Past

August 1, 2002 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
STATEN ISLAND, NY
Past

March 15, 2002 - July 24, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 22, 2001 - July 25, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 12, 1999 - March 21, 2001

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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".
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HORIZON WEALTH STRATEGIES, LLC | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH

CRD#: 307189 / SEC#: 801-118222

RIA
Registered Investment Advisory firm - (3/13/2020 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(1/23/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/6/1999
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/18/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/1999
General Securities Representative Examination

Current Firm

CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | HORIZON WEALTH STRATEGIES, LLC | HIGHLIFT FINANCIAL | CORNERSTONE PLANNING GROUP INC. | CORNERSTONE PLANNING GROUP | CAMBIUM STRATEGIES | ANGLE + FIFTH

CRD#: 307189 / SEC#: 801-118222

RIA
Registered Investment Advisory firm - (3/13/2020 Approved)
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Contact information

Main Address
350 Passaic Avenue Suite 201, Fairfield, NJ 07004
Mailing Address
Phone number
(973) 487-3220
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (16 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

FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts2,646
AUM (Assets Under Management)$ 650,035,096

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

CORNERSTONE PLANNING GROUP

CRD#: 307189Fairfield, NJ 07004

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