Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC (CRD# 138638) is a financial advisory firm headquartered in Bethlehem, PA. They manage $7,416,501,874 in 1,734 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management7,417MILLION
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Total Number of Accounts1,734ACCOUNTS
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Average Account Value$4,277,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA
Whitney Bates (CRD# 6378178) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.
Jennifer Bauder (CRD# 2796906) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 9 years of experience in the finance industry.
Evan Cowen (CRD# 6760559) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 7 years of experience in the finance industry.
Malcolm Cowen (CRD# 1013493) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 42 years of experience in the finance industry.
Tiffany Gilbert (CRD# 2682591) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 26 years of experience in the finance industry.
Kevin Karpuk (CRD# 4442939) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 22 years of experience in the finance industry.
Christopher Lakatosh (CRD# 4508035) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 21 years of experience in the finance industry.
Erik Lentz (CRD# 5101732) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 6 years of experience in the finance industry.
Jessica Long (CRD# 5244565) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 17 years of experience in the finance industry.
Christopher McKinley (CRD# 5693671) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 12 years of experience in the finance industry.