Cornerstone Institutional Investors, LLC

Cornerstone Institutional Investors, LLC (CRD# 44664) is a financial advisory firm headquartered in Bethlehem, PA. They manage $631,005,387 in 412 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    631
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cornerstone Institutional Investors, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Brian D. Bobeck
CRD#: 4890829
74 West Broad Street, Suite 340, Bethlehem, PA 18018
96
Wealthminder
score

Brian Bobeck (CRD# 4890829) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 11 years of experience in the finance industry.

2
Malcolm L. Cowen
CRD#: 1013493
74 West Broad Street, Suite 340, Bethlehem, PA 18018
96
Wealthminder
score

Malcolm Cowen (CRD# 1013493) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 35 years of experience in the finance industry. Malcolm Cowen 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.

3
Tiffany A. Gilbert
CRD#: 2682591
74 West Broad Street, Suite 340, Bethlehem, PA 18018
96
Wealthminder
score

Tiffany Gilbert (CRD# 2682591) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 18 years of experience in the finance industry.

4
Kevin (. Karpuk
CRD#: 4442939
74 West Broad Street, Suite 340, Bethlehem, PA 18018
96
Wealthminder
score

Kevin Karpuk (CRD# 4442939) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 15 years of experience in the finance industry.

5
Thomas J. Scalici
CRD#: 1520689
74 West Broad Street, Suite 340, Bethlehem, PA 18018
96
Wealthminder
score

Thomas Scalici (CRD# 1520689) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 30 years of experience in the finance industry. Thomas Scalici 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.

6
Michael J. Zambelli
CRD#: 4455861
74 West Broad Street, Suite 340, Bethlehem, PA 18018
96
Wealthminder
score

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.

7
Christopher W. Lakatosh
CRD#: 4508035
74 West Broad Street, Suite 340, Bethlehem, PA 18018
93
Wealthminder
score

Christopher Lakatosh (CRD# 4508035) 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.

8
Jessica M. Long
CRD#: 5244565
74 West Broad Street, Suite 340, Bethlehem, PA 18018
93
Wealthminder
score

Jessica Long (CRD# 5244565) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 9 years of experience in the finance industry.

9
Rita D. Miller
CRD#: 4946840
74 West Broad Street, Suite 340, Bethlehem, PA 18018
93
Wealthminder
score

Rita Miller (CRD# 4946840) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 11 years of experience in the finance industry.

10
Tyler J. Papaz
CRD#: 4960001
74 West Broad Street, Suite 340, Bethlehem, PA 18018
93
Wealthminder
score

Tyler Papaz (CRD# 4960001) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 11 years of experience in the finance industry.

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