Christopher Kelly has been an investment adviser representative at Cornerstone Planning Group since January 2026, and is not listed among the firm’s executive officers or direct owners.
Cornerstone Planning Group Inc. is a Fairfield, NJ firm with $952M under management, 1,251 clients and 16 advisers across 8 offices, as of its September 2026 filing.
Christopher Kelly’s longest registration was 10 years at Msi Financial Services, Inc. (2007–2017). Before joining Cornerstone Planning Group in 2026, Christopher Kelly was registered through MML Investors Services, LLC and Eagle Strategies LLC.
- Cornerstone Planning GroupCurrent– present · under a yearFairfield, NJ · Adviser representative · Firm CRD 307189
- MML Investors Services, LLC– · 5 yearsSaddle Brook, NJ · Adviser representative · Firm CRD 10409
- Eagle Strategies LLC– · under a yearSaddle Brook, NJ · Adviser representative · Firm CRD 110826
- MML Investors Services, LLC– · 2 yearsSaddle Brook, NJ · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · 10 yearsStaten Island, NY · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Christopher Kelly is registered as an investment adviser representative in New Jersey, since January 2026.
- New JerseySince 23 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 April 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 February 1999 |
| Series 7 | General Securities Representative Examination | 11 February 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher George Kelly
- CRD
- 3176158
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Christopher Kelly work?
Christopher Kelly is an investment adviser representative registered through Cornerstone Planning Group Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Kelly a financial advisor?
Yes. Christopher Kelly has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since January 2026.
How many years of experience does Christopher Kelly have?
Christopher Kelly has 26 years in the financial industry, since November 1999, across 4 adviser firms.
What exams has Christopher Kelly passed?
Christopher Kelly has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in February 1999. FINRA credited Christopher Kelly with the SIE, which began in October 2018.
Where did Christopher Kelly work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Christopher Kelly was registered through MML Investors Services, LLC, February 2020 to January 2026; Eagle Strategies LLC, January 2020 to January 2020; MML Investors Services, LLC, March 2017 to December 2019; Msi Financial Services, Inc., February 2007 to March 2017.
Where is Christopher Kelly based?
Christopher Kelly’s registered office is in Fairfield, NJ.
Is Christopher Kelly registered with FINRA?
No. Christopher Kelly has no current broker registration.
How can I verify Christopher Kelly’s record?
Search CRD 3176158 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Kelly’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO