Gregory M. Corneille

CHOICE WEALTH MANAGEMENT

JOHNS CREEK, GA 30097

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CRD#: 5226584

Professional summary

Gregory Marc Corneille, CFP® is a registered financial advisor currently at CHOICE WEALTH MANAGEMENT, LLC located in Johns Creek, Georgia.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Gregory has worked at 5 firms and has passed the Series 66 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 Gregory Marc Corneille'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: 2023

Experience

Current

March 13, 2013 - Present

CHOICE WEALTH MANAGEMENT, LLC

Office #1: 11555 Medlock Bridge Rd Ste 100, Johns Creek, GA 30097

RIA

CRD#: 166471

JOHNS CREEK, GA

Past

March 18, 2010 - March 1, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

ANNAPOLIS, MD

Past

March 18, 2010 - March 1, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

ANNAPOLIS, MD

Past

November 13, 2008 - September 9, 2009

TD AMERITRADE, INC.

RIA

CRD#: 7870

PIKESVILLE, MD

Past

November 13, 2008 - September 9, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PIKEVILLE, MD

Past

November 13, 2008 - September 9, 2009

TD AMERITRADE, INC.

CRD#: 7870

PIKESVILLE, MD

Past

January 11, 2007 - November 7, 2008

EDWARD JONES

RIA

CRD#: 250

PASADENA, MD

Past

November 14, 2006 - November 7, 2008

EDWARD JONES

CRD#: 250

PASADENA, MD

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

Maryland
(3/13/2013)

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 66

Date: 12/27/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/13/2006

General Securities Representative Examination

Current Firm

CHOICE WEALTH MANAGEMENT, LLC

AXCEL CAPITAL MANAGEMENT, LLC | CHOICE WEALTH MANAGEMENT, LLC

CRD#: 166471 / SEC#:

Maryland

Registered Investment Advisory firm - (3/6/2013 Approved)

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Contact information

Main Address

11555 Medlock Bridge Rd Ste 100, Johns Creek, GA 30097

Mailing Address

Phone number

(404) 475-2675

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 12,432,753

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.

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Gregory M. Corneille

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Marc Corneille's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHOICE WEALTH MANAGEMENT, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/27/2006

Series 7

Date: 11/13/2006

Current Firm

CHOICE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHOICE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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