Claim Profile
Unclaimed Profile
CM

Christopher John Mckinley

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC·BETHLEHEM, Pennsylvania
SIE, Series 7, Series 24, Series 66Clean record11 years registeredCORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
74 WEST BROAD STREET, SUITE 340, BETHLEHEM, PA 18018CRD# 5693671Firm CRD# 138638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher John Mckinley · BETHLEHEM, PA
Registration
CRD #5693671 · CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CORNERSTONE INSTITUTIONAL INVESTORS, LLC
Jan 2015Dec 2017
BETHLEHEM, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · January 6, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CRD 138638 · SEC 801-65091
AUM
$7.4B
Regulatory assets under management
Employees
31
1,734 client accounts
Services offered by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BETHLEHEM?

Browse all registered financial advisors in BETHLEHEM, Pennsylvania or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Christopher John Mckinley offer?
Christopher John Mckinley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Christopher John Mckinley's credentials?
Christopher John Mckinley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher John Mckinley located?
Christopher John Mckinley is based in BETHLEHEM, Pennsylvania, working with CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does Christopher John Mckinley charge for services?
Christopher John Mckinley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC?
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC has approximately 31 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →