GS
Gina C. Stormont
CORNERSTONE PLANNING GROUP
Fairfield, NJ 07004
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CRD#: 4715667
GS
Professional summary
Gina C Stormont, ChFC® is a registered financial advisor currently at CORNERSTONE PLANNING GROUP located in Fairfield, New Jersey.
Gina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gina has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; DBA STORMONT FINANCIAL STRATEGIES, [193 Kane St Owners Corp ; officer; president; non investment related; start date 12/.2004] [DBA STORMONT FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES, (OWNER), 01/2024] [MDRT Community Leader; Volunteer Community Leader for MDRT; 325 W Touhy Avenue, Park Ridge, IL 60068; Start Date 10/2021; Role/Title: Volunteer; Investment Related; 3 hours per month; 1 hours per month during securities trading hours;Communications Liaison for MDRT educational information] [Provisors; Provisors is a professional networking group.; 15165 Ventura Blvd, Sherman Oak, CA 91403; Start Date 05/2023; Role/Title: Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Gina C Stormont'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®
Experience
Current
March 3, 2025 - Present
CORNERSTONE PLANNING GROUP
Office #1: 350 Passaic Avenue Suite 201, Fairfield, NJ 07004RIA
CRD#: 307189
Fairfield, NJ
Past
February 23, 2018 - March 13, 2025
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
BROOKLYN, NY
Past
February 19, 2004 - March 13, 2025
NYLIFE SECURITIES LLC
BD
CRD#: 5167
BROOKLYN, NY
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 | 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(3/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CORNERSTONE PLANNING GROUP
ALLEN FINANCIAL GROUP | STRATA CAPITAL | SOUTHERN CAPITAL | LUNA FINANCIAL GROUP | 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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,646 |
| AUM (Assets Under Management) | $ 650,035,096 |
Red Flags
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