Gregory J. Brewer

CORNERSTONE ADVISORY

Greenfield, IN 46140

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CRD#: 4673914

Professional summary

Gregory James Brewer, who also goes by Gregory Bewer, Gregory J Brewer, is a registered financial advisor currently at CORNERSTONE ADVISORY, LLC located in Greenfield, Indiana and CORNERSTONE FINANCIAL SERVICES, INC. located in Greenfield, Indiana.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Gregory has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Bewer | Gregory J Brewer

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.

Cornerstone Advisory, LLC Same Address as Broker Dealer. Partner, investment related RIA. Duties:Investment Advisor, Supervisory and Compliance. Start 2/8/2018. 20-25hours per month during trading hours. McCordsville Indiana Town Council Member. Non-Investment Related. 6280 W 800N, McCordsville IN 46055. Civic. Council Member. 1/1/2020-Present. 2 hours per month during trading hours. I vote on zoning ordinances, building projects and other functions that impact the town. ZMG Advisory Services LLC. Same Address as Broker Dealer. Investment Related only to the point that the revenues come from Cornerstone Financial and Cornerstone Advisory. This business is an LLC I set up to pass through for tax purposes all individual revenue I earn from Cornerstone Financial Services and Cornerstone Advisory LLC. This business allows me to pay expenses incurred in my role as a Registered Rep and Investment Advisor. Start date 5/1/2011. I spend 1 hour/month during securities hours on this business focused on paying bills.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory James Brewer'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®

None

Experience

Current

March 15, 2018 - Present

CORNERSTONE ADVISORY, LLC

Office #1: 119 N Broadway Street, Suite 102, Greenfield, IN 46140

RIA

CRD#: 122684

Greenfield, IN

Current

May 3, 2011 - Present

CORNERSTONE FINANCIAL SERVICES, INC.

Office #1: 119 N Broadway Street Suite 102, Greenfield, IN 46140Office #2: 119 N Broadway Street Suite 102, Greenfield, IN 46140

CRD#: 20627

Greenfield, IN

Past

May 3, 2011 - February 13, 2018

CORNERSTONE FINANCIAL SERVICES, INC.

RIA

CRD#: 20627

GREENFIELD, IN

Past

September 30, 2009 - April 29, 2011

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

INDIANAPOLIS, IN

Past

September 4, 2009 - April 29, 2011

SIGNATOR INVESTORS, INC.

CRD#: 468

INDIANAPOLIS, IN

Past

October 11, 2007 - September 9, 2009

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

CARMEL, IN

Past

January 18, 2007 - September 12, 2007

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

CARMEL, IN

Past

July 28, 2005 - September 12, 2007

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

CARMEL, IN

Past

June 16, 2005 - September 12, 2007

NATIONWIDE SECURITIES, LLC

CRD#: 11173

CARMEL, IN

Past

September 22, 2003 - June 17, 2005

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

INDIANAPOLIS, IN

Past

August 4, 2003 - June 17, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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.

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

Indiana
(5/3/2011)

IAR

Indiana
(3/15/2018)

Michigan
(7/30/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/19/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/6/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CORNERSTONE ADVISORY, LLC

BUCKSOT, STEVEN LEIGH | STEVEN L. BUCKSOT | CORNERSTONE ADVISORY, LLC

CRD#: 122684 / SEC#:

Indiana

Registered Investment Advisory firm - (10/23/1995 Approved)

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Contact information

Main Address

119 N Broadway Street, Suite 102, Greenfield, IN 46140

Mailing Address

Phone number

(317) 462-3310

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 17,080,268

Red Flags

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

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Firm Stability Insights

Gregory J. Brewer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory James Brewer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE FINANCIAL SERVICES, INC.

CORNERSTONE FINANCIAL SERVICES, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

ALLSTATE FINANCIAL SERVICES, LLC

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

NATIONWIDE SECURITIES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/19/2003

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2003

Series 24

Date: 1/6/2006

FINRA

Current Firm

CORNERSTONE ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE ADVISORY, LLC

TRUST BUT VERIFY

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