Avery
Coleman
Cornerstone Advisors Asset Management, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Advisors Asset Management, LLC Brokerage Details
$6,637,582,882
32
1,646
$4,032,553
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.*
Cornerstone Advisors Asset Management Lc
M Holdings Securities, Inc
Cornerstone Benefits, Inc
Cornerstone Institutional Investors, LLC
Ametek Inc
Tucker Financial Services
Northwestern Mutual Investment Services LLC
Matthew W. Missimer
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Not Your Average Joes
Shippensburg University
Lowes
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
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
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