Erik LentzCRD 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.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management6,876MILLIONS
Total Number of Accounts1,426ACCOUNTS
Average Account Value$4,821,559
- 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, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, TX, VA
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