Michael
Zambelli

Cornerstone Advisors Asset Management, LLC

CRD#4455861
Investment Advisor
in Bethlehem, PA

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About this Advisor

Michael Zambelli is a certified financial planner operating out of Bethlehem, Pennsylvania with a total of 8 years of industry experience. Zambelli is an advisor for Cornerstone Advisors Asset Management, LLC. During their career, the advisor has held roles at Prudential Insurance Co Of America, Prudential Annuities Distributors, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, M Holdings Securities, Inc, Cornerstone Institutional Investors, LLC, Cornerstone Advisors Asset Management LLC and Cornerstone Benefits, Inc. Zambelli maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Cornerstone Advisors Asset Management, LLC is a financial advisory company that has its headquarters in Bethlehem, PA. It administers $7 billion in assets under management among its 1,646 accounts, placing it among the largest firms in the country by assets under management. The firm serves 86 charitable organizations. Of its 1,646 accounts, 26% are held by high-net-worth investors who have at least $1 million in investable assets. The business provides 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 usually vary depending on which services the firm provides the client. Fees billed by Cornerstone Advisors Asset Management, LLC most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 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

Michael Zambelli Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

M Holdings Securities, Inc

2015 - Present (9 years)

Cornerstone Institutional Investors, LLC

2015 - Present (9 years)

Cornerstone Advisors Asset Management LLC

2015 - Present (9 years)

Cornerstone Benefits, Inc

2014 - 2015 (1 year)

Tiaa

2014 - 2015 (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2007 - 2014 (7 years)

Prudential Insurance Co Of America

2007 - 2014 (7 years)

Prudential Annuities Distributors

*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 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

Jessica Long
Bethlehem, PA
Evan Cowen
Bethlehem, PA
John Paul Cavaliere
Bethlehem, PA
Jeffrey Hummel
Bethlehem, PA
Mihir Saudagar
Bethlehem, PA
Caroline Wieand
Bethlehem, PA
Whitney Bates
Bethlehem, PA
Angela Oste
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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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.

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