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AC

Avery M. Coleman

Some features on this profile are disabled
CRD#: 6512131
AC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Avery Myles Coleman, who also goes by Avery Myles Coleman, was a registered financial professional .

Avery is a previously registered financial professional and started their career in finance in 2016. Avery had worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Avery Myles Coleman

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.
(1) Cornerstone Advisors Asset Management, LLC; 74 W Broad St, 340, Bethlehem PA 18018; Registered Investment Advisors; Investment Related; Investment Analyst; Investment Analysis and Reporting; 6/14/2021; 240 hours per month; 240 hours per month during trading hours. (2) Cornerstone Institutional Investors, LLC; 74 W Broad St, # 340, Bethlehem PA 18018; Investment Consulting; Investment Related; Investment Analyst; Investment analysis and reporting, Trade Recommendations; 6/14/2021; 240 hours per month; 240 hours per month during trading hours. (3) Cornerstone Benefits Inc; 4 W Broad St, # 340,, Bethlehem PA 18018; Independent Investment consulting; Not investment related; Investment Analyst; Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC.; 6/14/2021; 160 hours per month; 160 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 16, 2021 - September 12, 2025

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

RIA
CRD#: 138638
BETHLEHEM, PA
Past

September 20, 2021 - September 3, 2025

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
BETHLEHEM, PA
Past

February 13, 2016 - February 6, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
KNG OF PRUSSIA, PA

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/7/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/11/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/20/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/16/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/13/2016
General Securities Representative Examination

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)
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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#: 138638

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