Caroline
Wieand

Cornerstone Advisors Asset Management, LLC

CRD#4131472
Investment Advisor
in Bethlehem, PA

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About this Advisor

Caroline Wieand is a financial advisor based out of Bethlehem, Pennsylvania who has 2 years of industry experience. Wieand is currently employed by Cornerstone Advisors Asset Management, LLC. Wieand has gained experience at Janney Montgomery Scott LLC, Wieand Household, Cornerstone Benefits, Inc, Cornerstone Advisors Asset Managment, LLC, M Holdings Securities, Inc, Cornertsone Institutional Investors, LLC and Janney Montgomery Scott, LLC. Wieand holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Cornerstone Advisors Asset Management, LLC is a company based in Bethlehem, PA. It has $7 billion in total assets across its 1,646 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 86 charities and foundations. Of its 1,646 accounts, 26% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cornerstone Advisors Asset Management, LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services are provided. Fee types billed by Cornerstone Advisors Asset Management, LLC likely include some combination of asset-based and fixed fees.

Certifications and Registrations

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

Caroline Wieand Work History

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

2021 - Present (3 years)

Cornerstone Benefits, Inc

2021 - Present (3 years)

Cornerstone Advisors Asset Managment, LLC

2021 - Present (3 years)

M Holdings Securities, Inc

2021 - Present (3 years)

Cornertsone Institutional Investors, LLC

2020 - 2021 (1 year)

Janney Montgomery Scott LLC

2015 - 2020 (5 years)

Janney Montgomery Scott LLC

2014 - 2015 (1 year)

Janney Montgomery Scott, LLC

2013 - 2014 (1 year)

Janney Montgomery Scott, LLC

2010 - 2013 (3 years)

Wieand Household

*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 Caroline Wieand 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
Angela Oste
Bethlehem, PA
Caroline Wieand
Bethlehem, PA
Whitney Bates
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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