Cornerstone Advisors Asset Management

Cornerstone Advisors Asset Management

Financial Services, 2 Taft Ct, Bethlehem, Pennsylvania, 20850, United States, 11-50 Employees

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Who is CORNERSTONE ADVISORS ASSET MANAGEMENT

Cornerstone is a registered investment adviser with the SEC that specializes in consulting to successful institutions and wealthy families. Financial advising is like a road map. It defin...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Cornerstone Advisors Asset Management Org Chart and Mapping

Thomas Scalici

Chief Executive Officer

Employees

Whitney Bates

Senior Investment Analyst

Nicole Miller

Administrative Assistant

Evan Cowen

Director of Participant Services

Taylor Schubert

Receptionist/Office Manager

Caroline Wieand

Investment Operations Associate

Kevin Karpuk

Chief Investment Officer

Cfp® Chris Lakatosh

Principal & Senior Consultant

Jennifer Bauder

Principal & Director of Retirement Planning

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Frequently Asked Questions Regarding Cornerstone Advisors Asset Management

Answer: Cornerstone Advisors Asset Management's headquarters are located at 2 Taft Ct, Bethlehem, Pennsylvania, 20850, United States

Answer: Cornerstone Advisors Asset Management's phone number is +16*********

Answer: Cornerstone Advisors Asset Management's official website is https://cornerstone-companies.com

Answer: Cornerstone Advisors Asset Management's revenue is $1 Billion and Over

Answer: Cornerstone Advisors Asset Management's SIC: 6282

Answer: Cornerstone Advisors Asset Management's NAICS: 523940

Answer: Cornerstone Advisors Asset Management has 11-50 employees

Answer: Cornerstone Advisors Asset Management is in Financial Services

Answer: Cornerstone Advisors Asset Management contact info: Phone number: +16********* Website: https://cornerstone-companies.com

Answer: Cornerstone is a registered investment adviser with the SEC that specializes in consulting to successful institutions and wealthy families. Financial advising is like a road map. It defines where you are, where you've been and where you would like to be. Cornerstone is that detailed map that helps you navigate to your desired financial destination. Without bias or outside influence, Cornerstone is committed to doing what is right for you in relation to your assets, as a true fiduciary should. In everything we do, Cornerstone is guided by a set of core principles. Our commitment to these principles is reflected in our client-first approach to business. Our obligation of undivided loyalty is born from these principles and makes us a true fiduciary. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated. Cornerstone Institutional Investors, LLC - CA Insurance License #0K11552 Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success.

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