linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John paul Michael Cavaliere

Cornerstone Advisors Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John paul? Claim Your Profile

About John paul Michael Cavaliere

John Paul Michael Cavaliere is an investment advisor representative with Cornerstone Advisors Asset Management, LLC. John Paul Michael Cavaliere has been in the securities industry since 2019. John Paul Michael Cavaliere is registered with FINRA and is also registered with the state of Pennsylvania. Cornerstone Advisors Asset Management, LLC is a registered investment advisor with offices in Bethlehem, PA. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

John paul Cavaliere is currently registered with Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC is an investment advisor based in Bethlehem, Pennsylvania, with over 7.4 billion dollars in regulatory assets under management. The firm provides a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They primarily serve individuals other than high-net-worth, charitable organizations, corporations or other businesses, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and insurance companies.
Cornerstone Advisors Asset Management, LLC

74 WEST BROAD STREET, SUITE 340

BETHLEHEM, PA 18018

$7.42B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John paul Cavaliere’s Registration & Firm History

PA

02/19/2020 - Present

Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)

PA

02/22/2019 - 03/04/2019

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

Not sure if John paul Michael Cavaliere is right for you?

Licenses & Designations

BOTH

Issued 02/17/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John paul Michael Cavaliere.
Not sure if John paul Michael Cavaliere is right for you?