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Gina C Stormont

Cornerstone Planning Group

Fairfield, NJ

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Current Employers
Cornerstone Planning Group

350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-03
  • NJ RA
    APPROVED
    Since 2025-03-03

Branch Locations

350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Rye NY 10/2003 02/2025
Nylife Securities Llc Rye NY 01/2004 02/2025
Eagle Strategies Llc Rye NY 04/2007 02/2025
Stormont Financial Strategies Brooklyn NY 10/2008 01/2024
Stormont Financial Strategies Llc Brooklyn NY 01/2024 Present
Cornerstone Planning Group, Llc Fairfield NJ 02/2025 Present
  • 10/2003 → 02/2025
    New York Life Insurance Company
    Rye, NY
  • 01/2004 → 02/2025
    Nylife Securities Llc
    Rye, NY
  • 04/2007 → 02/2025
    Rye, NY
  • 10/2008 → 01/2024
    Stormont Financial Strategies
    Brooklyn, NY
  • 01/2024 → Present
    Stormont Financial Strategies Llc
    Brooklyn, NY
  • 02/2025 → Present
    Cornerstone Planning Group, Llc
    Fairfield, NJ
Previous Registrations
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; DBA STORMONT FINANCIAL STRATEGIES, [193 Kane St Owners Corp ; officer; president; non investment related; start date 12/.2004] [DBA STORMONT FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES, (OWNER), 01/2024] [MDRT Community Leader; Volunteer Community Leader for MDRT; 325 W Touhy Avenue, Park Ridge, IL 60068; Start Date 10/2021; Role/Title: Volunteer; Investment Related; 3 hours per month; 1 hours per month during securities trading hours;Communications Liaison for MDRT educational information] [Provisors; Provisors is a professional networking group.; 15165 Ventura Blvd, Sherman Oak, CA 91403; Start Date 05/2023; Role/Title: Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-02
S63 Uniform Securities Agent State Law Examination 2004-02-27
  • S65 Uniform Investment Adviser Law Examination
    2007-04-02
  • S63 Uniform Securities Agent State Law Examination
    2004-02-27
Designations

View on SEC IAPD

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