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Christopher George Kelly

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 2026-01-23
  • NJ RA
    APPROVED
    Since 2026-01-23

Branch Locations

350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • 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
Msi Financial Services, Inc. Staten Island NY 07/2002 03/2017
Massachusetts Mutual Life Insurance Company Saddle Brook NJ 07/2016 12/2019
Mml Investors Services, Llc Saddle Brook NJ 03/2017 12/2019
Nylife Securities Llc Saddle Brook NJ 12/2019 01/2020
New York Life Insurance Company Saddle Brook NJ 11/2019 01/2020
Eagle Strategies Llc Saddle Brook NJ 01/2020 01/2020
Mass Mutual Life Insurance Co Saddle Brook NJ 01/2020 01/2026
Mml Investors Services, Llc Saddle Brook NJ 02/2020 01/2026
Cornerstone Planning Group Fairfield NJ 01/2026 Present
  • 07/2002 → 03/2017
    Msi Financial Services, Inc.
    Staten Island, NY
  • 07/2016 → 12/2019
    Massachusetts Mutual Life Insurance Company
    Saddle Brook, NJ
  • 03/2017 → 12/2019
    Saddle Brook, NJ
  • 12/2019 → 01/2020
    Nylife Securities Llc
    Saddle Brook, NJ
  • 11/2019 → 01/2020
    New York Life Insurance Company
    Saddle Brook, NJ
  • 01/2020 → 01/2020
    Saddle Brook, NJ
  • 01/2020 → 01/2026
    Mass Mutual Life Insurance Co
    Saddle Brook, NJ
  • 02/2020 → 01/2026
    Saddle Brook, NJ
  • 01/2026 → Present
    Fairfield, NJ
Previous Registrations
  • 2020-02-18 → 2026-01-23
    Saddle Brook, NJ
    Saddle Brook, NJ
  • 2020-01-08 → 2020-01-30
    Saddle Brook, NJ
  • 2017-03-25 → 2019-12-06
    Saddle Brook, NJ
    Staten Island, NY
  • 2007-02-20 → 2017-03-25
    Msi Financial Services, Inc.
    Staten Island, NY
    Edison, NJ
    Elmwood Park, NJ
    Staten Island, NY
    Elmwood Park, NJ
Other Businesses

NAME: CHRISTOPHER KELLY INV REL: Y ADD: 326 HEIMSTRAND COURT SADDLE BROOK NJ 07663 NATURE: LIFE, DI AND LTC INSURANCE POSITION: BROKER START DATE: 3/1/2017 NO HRS/MO: 1 NO HRS/MO DUR TRADING:1 DUTIES: INSURANCE SALES AND SERVICE OF LIFE, DI AND LTC INSURANCE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-06
S65 Uniform Investment Adviser Law Examination 1999-02-18
  • S63 Uniform Securities Agent State Law Examination
    1999-04-06
  • S65 Uniform Investment Adviser Law Examination
    1999-02-18

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