Christopher
Lakatosh
Cornerstone Advisors Asset Management, LLC
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About this Advisor
Christopher Lakatosh is a financial advisor working in Bethlehem, Pennsylvania with 17 years of relevant experience. Lakatosh is an employee of Cornerstone Advisors Asset Management, LLC. Lakatosh has gained experience at Cornerstone Advisors Asset Management, LLC, Cornerstone Institutional Investors, LLC, Cornerstone Benefits, Inc and M Holdings Securities Inc. Lakatosh holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Cornerstone Advisors Asset Management, LLC is a firm operating out of Bethlehem, PA. It handles $7 billion in assets under management between its 1,646 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 86 charitable organizations. Of its 1,646 customer accounts, 26% are held by high-net-worth investors who have more than $1 million in assets. Cornerstone Advisors Asset Management, LLC provides a diverse assortment 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. Financial advisory fee schedules usually depend on the financial services provided. However, fees charged by Cornerstone Advisors Asset Management, LLC may include some blend 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
Christopher Lakatosh Work History
Christopher has been registered as a financial advisor for 17 years.*
M Holdings Securities Inc
Cornerstone Benefits, Inc
Cornerstone Advisors Asset Management, LLC
Cornerstone Institutional Investors, LLC
*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 Christopher Lakatosh 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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