Michael StraubelCRD Number: 5362867
Current Firm: Cornerstone Institutional Investors, LLC
Michael Straubel (CRD# 5362867) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 10 years of experience in the finance industry.
Academy Wealth Advisers, LLC
Sfg Investment Advisors, Inc.
Janney Montgomery Scott LLC
|Cornerstone Institutional Investors, Inc.||Bethlehem, PA||May 2014 - Current||3|
|Cornerstone Advisors Asset Management, Inc.||Bethlehem, PA||May 2014 - Current||3|
|M Holdings Securities, Inc.||Bethlehem, PA||Jan 2014 - Current||4|
|Cornerstone Institutional Investors, Inc.||Bethlehem, PA||Oct 2013 - May 2014||< 1|
|Northern Lights Distributors, LLC||Omaha, NE||Apr 2013 - Oct 2013||< 1|
|Alphahedge Capital Partners, LLC||Blue Bell, PA||Mar 2013 - Oct 2013||< 1|
|Persimmon Capital Management, LP||Blue Bell, PA||Mar 2013 - Oct 2013||< 1|
|Sei Investments||Oaks, PA||Jun 2008 - Mar 2013||4|
|The Vanguard Group, Inc.||Malvern, PA||Jun 2007 - Jun 2008||1|
|Gettysburg College||Gettysburg, PA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Jul 2007|
Total Assets Under Management631MILLIONS
Total Number of Accounts412ACCOUNTS
Average Account Value$1,531,566
- 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
- Educational seminars/workshops
DC, FL, MA, MD, NC, NE, NJ, NY, OH, PA, TX, VA
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