Michael
Zambelli
Cornerstone Advisors Asset Management, LLC
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About this Advisor
Michael Zambelli is a financial advisor based in Bethlehem, Pennsylvania, working with Cornerstone Advisors Asset Management, LLC. Michael has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, M Holdings Securities, Inc, Cornerstone Institutional Investors, LLC, Cornerstone Advisors Asset Management LLC, and Cornerstone Benefits, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Cornerstone Advisors Asset Management, LLC, which operates out of Bethlehem, Pennsylvania. The firm has 31 employees and manages assets totaling $7.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cornerstone Advisors Asset Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Advisors Asset Management, LLC Brokerage Details
$7,416,501,874
31
1,734
$4,277,106
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
Michael Zambelli Work History
M Holdings Securities, Inc
Cornerstone Institutional Investors, LLC
Cornerstone Advisors Asset Management LLC
Cornerstone Benefits, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Michael Zambelli 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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