Trevor
Reid
Cornerstone Advisors Asset Management, LLC
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About this Advisor
Trevor Reid is a financial advisor based in Bethlehem, Pennsylvania with 12 years of industry experience. Reid is an employee of Cornerstone Advisors Asset Management, LLC. Throughout their career, they have worked at Cornerstone Institutional Investors, LLC, Cornerstone Advisors Asset Management, LLC, Cornerstone Benefits, Inc and M Holdings Securities Inc. Reid has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Cornerstone Advisors Asset Management, LLC is an advisory firm based in Bethlehem, PA. It controls $7 billion in assets under management among its 1,646 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 86 charities and foundations. Of its 1,646 accounts, 26% are held by high-net-worth investors who have more than $1 million in investable assets. Cornerstone Advisors Asset Management, LLC 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 depend on which services the firm provides the client. Fees billed by Cornerstone Advisors Asset Management, LLC most likely include any 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
Trevor Reid Work History
Trevor has been registered as a financial advisor for 12 years.*
M Holdings Securities Inc
Cornerstone Benefits, Inc
Cornerstone Institutional Investors, LLC
Cornerstone Advisors Asset Management, 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 Trevor Reid 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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