Cornerstone Advisors Asset Management, LLC

Cornerstone Advisors Asset Management, LLC (CRD# 138638) is a financial advisory firm headquartered in Bethlehem, PA. They manage $6,637,582,882 in 1,646 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,638
    MILLION
  • Total Number of Accounts
    1,646
    ACCOUNTS
  • Average Account Value
    $4,032,553
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cornerstone Advisors Asset Management, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Whitney R. Bates
CRD#: 6378178
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Whitney Bates (CRD# 6378178) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.

2
Jennifer V. Bauder
CRD#: 2796906
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Jennifer Bauder (CRD# 2796906) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 9 years of experience in the finance industry.

3
Evan J. Cowen
CRD#: 6760559
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Evan Cowen (CRD# 6760559) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 6 years of experience in the finance industry.

4
Malcolm L. Cowen
CRD#: 1013493
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Malcolm Cowen (CRD# 1013493) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 42 years of experience in the finance industry.

5
Tiffany A. Gilbert
CRD#: 2682591
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Tiffany Gilbert (CRD# 2682591) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 26 years of experience in the finance industry.

6
Kevin (. Karpuk
CRD#: 4442939
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Kevin Karpuk (CRD# 4442939) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 22 years of experience in the finance industry.

7
Christopher W. Lakatosh
CRD#: 4508035
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Christopher Lakatosh (CRD# 4508035) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 21 years of experience in the finance industry.

8
Erik T. Lentz
CRD#: 5101732
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Erik Lentz (CRD# 5101732) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 6 years of experience in the finance industry.

9
Jessica M. Long
CRD#: 5244565
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Jessica Long (CRD# 5244565) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 17 years of experience in the finance industry.

10
Christopher J. McKinley
CRD#: 5693671
74 West Broad Street, Suite 340, Bethlehem, PA 18018

Christopher McKinley (CRD# 5693671) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 11 years of experience in the finance industry.

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