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TK

Timothy T. Kudla

CORNERSTONE ADVISORS ASSET MANAGEMENT
BETHLEHEM, PA 18018
CRD#: 6910137
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TK
Timothy Thomas KudlaCORNERSTONE ADVISORS ASSET MANAGEMENT

Professional summary

Timothy Thomas Kudla, who also goes by Timothy Kudla, 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.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Timothy has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy Kudla

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 Timothy Thomas Kudla'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

June 5, 2026 - Present

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

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

February 5, 2026 - Present

M HOLDINGS SECURITIES, INC.

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

November 9, 2021 - January 28, 2026

HARTFORD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45995
Wayne, PA
Past

March 5, 2018 - November 10, 2021

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
Shelton, CT

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
(2/5/2026)
IAR
Pennsylvania
(6/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/5/2026
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/10/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/5/2018
Investment Company Products/Variable Contracts 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)
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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)

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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