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AL

Andrew J. Livesey

CORNERSTONE ADVISORS ASSET MANAGEMENT
Bethlehem, PA 18018
Some features on this profile are disabled
CRD#: 6177020
AL

Professional summary

Andrew Jeff Livesey is a registered financial advisor currently at CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC located in Bethlehem, Pennsylvania and M HOLDINGS SECURITIES, INC. located in Bethlehem, Pennsylvania.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Andrew has worked at 5 firms and has passed the Series 65, Series 63, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Jeff Livesey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 7, 2026 - Present

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Office #1: 74 West Broad Street, Suite 340, Bethlehem, PA 18018
RIA
CRD#: 138638
Bethlehem, PA
Current

April 20, 2026 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 74 West Broad Street Suite 340, Bethlehem, PA 18018
RIA
BD
CRD#: 43285
Bethlehem, PA
Past

May 4, 2026 - May 4, 2026

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
PORTLAND, OR
Past

December 18, 2014 - August 8, 2023

BROKERTEC AMERICAS LLC

BD
CRD#: 47477
New York, NY
Past

May 1, 2014 - January 3, 2017

ICAP SECURITIES USA LLC

BD
CRD#: 19739
NEW YORK, NY
Past

February 11, 2014 - January 3, 2017

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CAAM ACQUISITION CO., INC. | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | CORNERSTONE ADVISORS ASSET MANAGEMENT INC.

CRD#: 138638 / SEC#: 801-65091

RIA
Registered Investment Advisory firm - (1/4/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(4/28/2026)
IAR
Pennsylvania
(5/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/26/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 4/4/2024
National Commodity Futures Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CAAM ACQUISITION CO., INC. | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | CORNERSTONE ADVISORS ASSET MANAGEMENT INC.

CRD#: 138638 / SEC#: 801-65091

RIA
Registered Investment Advisory firm - (1/4/2006 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
74 West Broad Street, Suite 340, Bethlehem, PA 18018
Mailing Address
Phone number
(610) 694-0900
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORNERSTONE ADV PART 2A BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts1,841
AUM (Assets Under Management)$ 8,299,028,636

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

CRD#: 138638Bethlehem, PA 18018

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