Gavin Johnson
Investment adviser representative at Cornerstone Advisory
11 yearsExperience
1 stateRegistered in
$2.2BFirm assets
19 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
Experience
11 years in the industry.
- Cornerstone AdvisoryJun 2025 to now
- Fidelity InvestmentsJun 2024 to Jun 2025
- Fidelity InvestmentJun 2023 to Aug 2023
- Cornerstone Advisory (private Fund Advisors)May 2022 to Jul 2022
- Trident Marine Group (capital City Management)May 2021 to Jul 2021
- Education - ClemsonAug 2020 to May 2024
- Coastal LaboratoriesJun 2020 to Jul 2020
- Education - F&mAug 2019 to May 2020
- UnemployedMay 2019 to Aug 2019
- Morgan StanleyMay 2019 to May 2019
- Education - SevernJan 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cornerstone Advisory
Legal name: Cornerstone Advisory, LLC
$2.2BAssets managed
854Clients
7Advisers
19 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
- 7948273
- Firm CRD
- 142359