Best Investors Account Sign in
Inactive

Gary Alan Storie

Storie Financial Advisory LLC

Canonsburg, PA

Claim This Profile
Current Employers
Storie Financial Advisory Llc

2400 Ansys Drive Suite 102, Canonsburg, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-03-04
  • PA RA
    APPROVED
    Since 2011-03-04

Branch Locations

2400 Ansys Drive Suite 102, Canonsburg, PA 15317 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Storie Financial Advisory Llc Mcmurray PA 12/2010 Present
Previous Registrations
  • 2010-06-07 → 2010-12-03
    Essex National Securities, Llc
    Wexford, PA
    Wexford, PA
    Napa, CA
  • 2008-03-17 → 2010-12-02
    First Commonwealth Financial Advisors, Inc.
    Pittsburgh, PA
  • 2008-03-05 → 2010-06-02
    Uvest Financial Services Group, Inc.
    Wexford, PA
    Pittsburgh, PA
    Pittsburgh, PA
  • 2004-12-03 → 2008-02-05
    Uvest Financial Services Group, Inc.
    Butler, PA
    Butler, PA
  • 2002-05-14 → 2002-12-12
    Blue Vase Securities, Llc
    Mcmurray, PA
Other Businesses

Accountant/Tax Preparer. Name of business: Gary A. Storie, EA. The business is not investment related. Address: 2400 Ansys Drive, Suite 102, Canonsburg, PA 15317. The nature of the business is preparing tax returns. My position is sole owner and the business is conducted within the purview of Storie Financial Advisory LLC. Start date was 02/04/2016. The approximate number of hours/month devoted to this business is 40 hours. The number of hours devoted to this other business during security trading hours is 12 hours/month. My duties relating to this business is preparing tax returns, assisting with answering inquiries from tax regulators, and administrative tasks supporting this business. Licensed Insurance Agent. Name of business is Gary A. Storie. The business is not investment related. My position is sole owner and the business is conducted within the purview of Storie Financial Advisory LLC. The address of the business is 2400 Ansys Drive, Suite 102, Canonsburg, PA 15317. The nature of the business is providing advice in regards to life insurance and annuities. However, I do not sell any insurance products, and I am not licensed to sell products with any insurance company. The start date of the company was 12/23/2010. The number of hours/month devoted to this business is approximately 4; the number of hours/month devoted to this business during securities trading hours is 2. My duties relating to this business is to maintain my PA Insurance Resident Individual Producer License, and providing advice to clients about life and annuity products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-02
S63 Uniform Securities Agent State Law Examination 1998-06-22
  • S65 Uniform Investment Adviser Law Examination
    1998-11-02
  • S63 Uniform Securities Agent State Law Examination
    1998-06-22
Designations

View on SEC IAPD

More in Canonsburg, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor