Michael Straubel, financial advisor Bethlehem PA
93 score

Michael Straubel

CRD 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.

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Company Name Location Dates Years
Cornerstone Institutional Investors, Inc. Bethlehem, PA May 2014 - Current 4
Cornerstone Advisors Asset Management, Inc. Bethlehem, PA May 2014 - Current 4
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
Contact Info for Michael M. Straubel
Phone Number: 610-694-0900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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