Avery
Coleman

Cornerstone Advisors Asset Management, LLC

CRD#6512131
Investment Advisor
in Bethlehem, PA

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About this Advisor

Avery Coleman is a financial advisor who works in Bethlehem, Pennsylvania with a total of 2 years of industry experience. Coleman works at Cornerstone Advisors Asset Management, LLC. Over the course of their career, Coleman has held roles at Lowes, Shippensburg University, Not Your Average Joes, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Matthew W. Missimer, Northwestern Mutual Wealth Management Company, Tucker Financial Services, Ametek Inc, Cornerstone Advisors Asset Management Lc, M Holdings Securities, Inc, Cornerstone Benefits, Inc and Cornerstone Institutional Investors, LLC. Coleman holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Pennsylvania. Cornerstone Advisors Asset Management, LLC is an advisory business headquartered in Bethlehem, PA. It handles $7 billion in assets across its 1,646 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 86 charities and foundations. Of its 1,646 client accounts, 26% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Cornerstone Advisors Asset Management, LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

74 West Broad Street, Suite 340
Bethlehem, PA 18018

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Cornerstone Advisors Asset Management, LLC Brokerage Details

Total Assets Under Management

$6,637,582,882

PA Average: $15,833,994,310
Total Number of Employees

32

PA Average: 41
Total Number of Accounts

1,646

PA Average: 3,342
Average Account Size

$4,032,553

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Avery Coleman Work History

Avery has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cornerstone Advisors Asset Management Lc

2021 - Present (3 years)

M Holdings Securities, Inc

2021 - Present (3 years)

Cornerstone Benefits, Inc

2021 - Present (3 years)

Cornerstone Institutional Investors, LLC

2018 - 2021 (3 years)

Ametek Inc

2017 - 2018 (1 year)

Tucker Financial Services

2016 - 2017 (1 year)

Northwestern Mutual Investment Services LLC

2016 - 2017 (1 year)

Matthew W. Missimer

2016 - 2017 (1 year)

Northwestern Mutual Wealth Management Company

2015 - 2016 (1 year)

Northwestern Mutual Life Insurance Company

2014 - 2014 (< 1 year)

Not Your Average Joes

2013 - 2013 (< 1 year)

Shippensburg University

2012 - 2013 (1 year)

Lowes

2009 - 2015 (6 years)

Shippensburg University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Avery Coleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cornerstone Advisors Asset Management, LLC

John Paul Cavaliere
Bethlehem, PA
Jessica Long
Bethlehem, PA
Evan Cowen
Bethlehem, PA
Jeffrey Hummel
Bethlehem, PA
Whitney Bates
Bethlehem, PA
Angela Oste
Bethlehem, PA
Caroline Wieand
Bethlehem, PA
Mihir Saudagar
Bethlehem, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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