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Michael Kelly Lavina

Cornerstone Advisory

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About Michael Kelly Lavina

Michael Lavina is an Investment Advisor Representative with Cornerstone Advisory. Michael has been in the financial services industry since 1997. Michael is registered with the Securities and Exchange Commission and holds the Series 6, Series 63 and Series 65 licenses. Michael is also registered to provide investment advice in Louisiana, Maryland and Texas. Cornerstone Advisory is an investment advisor based in Hunt Valley, Maryland. Cornerstone Advisory provides financial planning, portfolio management and pension consulting to individuals, businesses, and pooled investment vehicles. Cornerstone Advisory manages over $1.7 billion in assets.

Firm Information

Michael Lavina is currently registered with Cornerstone Advisory. Cornerstone Advisory is an investment advisor located in HUNT VALLEY, MD. The firm manages approximately $1,741,867,186 in assets for 2,374 accounts. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. Cornerstone Advisory primarily serves high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth, and charitable organizations.
Cornerstone Advisory

211 OLD PADONIA ROAD

HUNT VALLEY, MD 21030

$1.74B

Assets Under Management

Not reported

Total Clients

8

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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Michael Lavina’s Registration & Firm History

MD

11/01/2018 - Present

Cornerstone Advisory (HUNT VALLEY MD)

MD

04/22/1998 - 11/16/1999

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

MA

10/20/1997 - 04/03/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 10/28/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Kelly Lavina.
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