Gina Stormont has been an investment adviser representative at Cornerstone Planning Group since March 2025, 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.
Gina Stormont is a Financial Advisor at Cornerstone Planning Group, working primarily with caregivers who want to feel prepared for life's complexity. She helps clients with retirement planning, tax mitigation, risk management and legacy decisions. She learns clients' priorities and circumstances before designing solutions.
Gina Stormont’s longest registration was 7 years at Eagle Strategies LLC (2018–2025). Before joining Cornerstone Planning Group in 2025, Gina Stormont was registered through Eagle Strategies LLC.
- Cornerstone Planning GroupCurrent– present · 1 yearFairfield, NJ · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 7 yearsBrooklyn, NY · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Gina Stormont is registered as an investment adviser representative in New Jersey, since March 2025.
- New JerseySince 3 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 February 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 February 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gina C Stormont
- CRD
- 4715667
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 350 PASSAIC AVENUE, SUITE 201, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Gina Stormont work?
Gina Stormont is an investment adviser representative registered through Cornerstone Planning Group Inc. since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Gina Stormont a financial advisor?
Yes. Gina Stormont has a current investment-adviser registration in New Jersey, through Cornerstone Planning Group since March 2025.
How many years of experience does Gina Stormont have?
Gina Stormont has 22 years in the financial industry, since February 2004, across 2 adviser firms.
What exams has Gina Stormont passed?
Gina Stormont has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2004. FINRA credited Gina Stormont with the SIE, which began in October 2018.
Where is Gina Stormont based?
Gina Stormont’s registered office is in Fairfield, NJ.
Is Gina Stormont registered with FINRA?
No. Gina Stormont has no current broker registration.
How can I verify Gina Stormont’s record?
Search CRD 4715667 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gina Stormont’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO