Unclaimed Profile

Malcolm Lee Cowen

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC·BETHLEHEM, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63CFPClean record29 years registeredCORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

74 WEST BROAD STREET, SUITE 340, BETHLEHEM, PA 18018CRD# 1013493Firm CRD# 138638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Malcolm Lee Cowen · BETHLEHEM, PA

Registration

CRD #1013493 · CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

M HOLDINGS SECURITIES, INC.

Jan 2011 – present

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Feb 2006 – present

CORNERSTONE INSTITUTIONAL INVESTORS, LLC

Jul 2004 – Dec 2017

BETHLEHEM, PA

YCS ASSET MANAGEMENT, INC.

Jan 1999 – Mar 2006

BETHLEHEM, PA

CORNERSTONE FINANCIAL CONSULTANTS LTD

Nov 1996 – Apr 2010

ALLENTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Registration record

First registered · November 26, 1996

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

CRD 138638 · SEC 801-65091

AUM

$7.4B

Regulatory assets under management

Employees

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

View all advisors at CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Malcolm Lee Cowen offer?

Malcolm Lee Cowen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.

What are Malcolm Lee Cowen's credentials?

Malcolm Lee Cowen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Malcolm Lee Cowen located?

Malcolm Lee Cowen 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 Malcolm Lee Cowen charge for services?

Malcolm Lee Cowen'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.

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