Erik Lentz, financial advisor Bethlehem PA

Erik Lentz

CRD Number: 5101732
Current Firm: Cornerstone Advisors Asset Management, LLC

Erik Lentz (CRD# 5101732) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Bethlehem, PA Jul 2016 - Current 5
Cornerstone Institutional Investors, LLC Bethlehem, PA Jul 2016 - Current 5
Cornerstone Advisors Asset Management, LLC Bethlehem, PA Jul 2016 - Current 5
Cornerstone Benefits, Inc. Beth, PA Jul 2016 - Current 5
Park Avenue Securities LLC Bethlehem, PA Mar 2015 - Jul 2016 1
Guardian Investor Services LLC Bethlehem, PA Aug 2008 - Mar 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Erik T. Lentz
Phone Number: (610) 694-0900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    6,876
    MILLIONS
  • Total Number of Accounts
    1,426
    ACCOUNTS
  • Average Account Value
    $4,821,559
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, TX, VA

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