Regina Cornelio has been an investment adviser representative at Altitude Capital Management since October 2024, and is not listed among the firm’s executive officers or direct owners.
Altitude Capital Management LLC is a Des Moines, IA firm with $104M under management, 488 clients and 26 advisers across 28 offices, as of its October 2026 filing.
Regina Cornelio is the founder of Sage Financial, which was created to bring financial planning to the North East Tennessee area. She has been in retirement planning for over seven years and specializes in helping people maximize Social Security benefits.
- – present · 2 yearsJohnson City, TN · Adviser representative · Firm CRD 329366
Investment adviser representative registrations
Regina Cornelio is registered as an investment adviser representative in Tennessee, since October 2024.
- TennesseeSince 16 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7996440
- Firm
- Altitude Capital Management · CRD 329366
- Office
- 2700 S ROAN STREET SUITE 410, Johnson City, TN 37601
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sage.financial
Where does Regina Cornelio work?
Regina Cornelio is an investment adviser representative registered through Altitude Capital Management LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Regina Cornelio a financial advisor?
Yes. Regina Cornelio has a current investment-adviser registration in Tennessee, through Altitude Capital Management since October 2024.
How many years of experience does Regina Cornelio have?
Regina Cornelio has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Regina Cornelio passed?
Regina Cornelio passed the Series 65 in August 2024.
Where is Regina Cornelio based?
Regina Cornelio’s registered office is in Johnson City, TN.
Is Regina Cornelio registered with FINRA?
No. Regina Cornelio has no current broker registration.
How can I verify Regina Cornelio’s record?
Search CRD 7996440 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Regina Cornelio’s full registration record.
