Christopher George Kelly
Investment adviser representative at Cornerstone Planning Group
24 yearsExperience
1 stateRegistered in
$951.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Cornerstone Planning GroupJan 2026 to now
- MML Investors Services, LLCFeb 2020 to Jan 2026
- Mass Mutual Life Insurance CoJan 2020 to Jan 2026
- Eagle Strategies LLCJan 2020 to Jan 2020
- Nylife Securities LLCDec 2019 to Jan 2020
- New York Life Insurance CompanyNov 2019 to Jan 2020
- MML Investors Services, LLCMar 2017 to Dec 2019
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Dec 2019
- Msi Financial Services, Inc.Jul 2002 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cornerstone Planning Group
Legal name: Cornerstone Planning Group Inc.
$951.8MAssets managed
1,251Clients
23Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3176158
- Firm CRD
- 307189