Malcolm
Cowen
Cornerstone Advisors Asset Management, LLC
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About this Advisor
Malcolm Cowen is a certified financial planner working out of Bethlehem, Pennsylvania with 17 years of industry experience. Cowen is an advisor for Cornerstone Advisors Asset Management, LLC. Over the course of their career, they have held roles at Cornerstone Advisors Asset Management LLC, Cornerstone Institutional Investors, LLC, Caam Holding Company, Cii Holding Company, Cornerstone Benefits, Inc and M Holdings Securities Inc. Cowen maintains a Series 63 license, certifying them as a securities broker, and is approved to operate in Pennsylvania. Cornerstone Advisors Asset Management, LLC is a financial advisory business operating out of Bethlehem, PA. It administers $7 billion in total assets among its 1,646 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 86 charities and foundations. Of its 1,646 accounts, 26% are held by high-net-worth clients who have more than $1 million in assets. The firm 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. A financial advisor's fees vary depending on which services are provided. Fees billed by Cornerstone Advisors Asset Management, LLC most likely include some combination 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
Malcolm Cowen Work History
Malcolm 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
Caam Holding Company
Cii Holding Company
*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 Malcolm Cowen 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
