Michael Zambelli, financial advisor Bethlehem PA
96 score

Michael Zambelli

CRD Number: 4455861
Current Firm: Cornerstone Institutional Investors, LLC

Michael Zambelli (CRD# 4455861) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 14 years of experience in the finance industry. Michael Zambelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
M Holdings Securities, Inc. Bethlehem, PA Aug 2015 - Current 1
Cornerstone Institutional Investors, Inc. Bethlehem, PA Aug 2015 - Current 1
Cornerstone Advisors Asset Management Inc. Bethlehem, PA Aug 2015 - Current 1
Tiaa Center Valley, PA Feb 2014 - Aug 2015 1
Tiaa-cref Individual & Institutional Services, LLC Center Valley, PA Feb 2014 - Aug 2015 1
Prudential Annuities Distributors Shelton, CT Nov 2007 - Feb 2014 6
Prudential Insurance Co Of America Shelton, CT Sep 2007 - Feb 2014 6
American Skandia Shelton, CT Sep 2007 - Nov 2007 < 1
Unemployed Shelton, CT Jun 2007 - Sep 2007 < 1
Oppenheimerfunds, Distributor, Inc. New York, NY Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Michael J. Zambelli
Phone Number: 610-694-0900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    631
    MILLIONS
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $1,531,566
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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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