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RIA / WealthAdvisor27 years in industry

Christopher George Kelly

Advisor at CORNERSTONE PLANNING GROUP

FAIRFIELD, NJ

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Search this name across graphsid dfx:ria:c9bf1edf-9361-1507-b86c-014a7ecfbe30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 20, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORNERSTONE PLANNING GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 18, 1999
First registration: Feb 20, 2007
Dual registered: no
IAPD individual key: 3176158

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORNERSTONE PLANNING GROUP	Independent wealth	Jan 23, 2026	n/a	yes	FAIRFIELD, NJ	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Feb 18, 2020	Jan 23, 2026	no	Saddle Brook, NJ\|Saddle Brook, NJ	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jan 8, 2020	Jan 30, 2020	no	SADDLE BROOK, NJ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	Dec 6, 2019	no	Saddle Brook, NJ\|Staten Island, NY	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 20, 2007	Mar 25, 2017	no	STATEN ISLAND, NY\|EDISON, NJ\|ELMWOOD PARK, NJ\|STATEN ISLAND, NY\|ELMWOOD PARK, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MML INVESTORS SERVICES, LLC	CORNERSTONE PLANNING GROUP	Jan 23, 2026	Jan 23, 2026	0	Firm change	Ibd to RIA
EAGLE STRATEGIES LLC	MML INVESTORS SERVICES, LLC	Jan 30, 2020	Feb 18, 2020	19	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	EAGLE STRATEGIES LLC	Dec 6, 2019	Jan 8, 2020	33	Firm change	Ibd to ibd
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CORNERSTONE PLANNING GROUPRegistered adviserregistration: current employment
Jan 23, 2026 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Feb 18, 2020 to Jan 23, 2026factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jan 8, 2020 to Jan 30, 2020factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 20, 2007 to Mar 25, 2017factForm ADV

Dated events

Occurred
Jan 23, 2026
Advisor changed firm
Christopher George Kelly left Mml Investors Services, Llc for Cornerstone Planning Group (registered 2026-01-23)
Form ADVobserved 5 days ago