Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC (CRD# 138638) is a financial advisory firm headquartered in Bethlehem, PA. They manage $7,416,501,874 in 1,734 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management7,417MILLION
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Total Number of Accounts1,734ACCOUNTS
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Average Account Value$4,277,106
- 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, CO, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA
Rita Miller (CRD# 4946840) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 18 years of experience in the finance industry.
Angela Oste (CRD# 5839450) 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.
Tyler Papaz (CRD# 4960001) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 18 years of experience in the finance industry.
Trevor Reid (CRD# 5144127) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 14 years of experience in the finance industry.
Thomas Scalici (CRD# 1520689) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 37 years of experience in the finance industry.
Caroline Wieand (CRD# 4131472) 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.
Ryan Wood (CRD# 4580671) 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.
Michael Zambelli (CRD# 4455861) 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.
John Paul Cavaliere (CRD# 7011395) 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.
Avery Coleman (CRD# 6512131) 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.