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Rita Danielle Miller

Cornerstone Advisors Asset Management, LLC

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About Rita Danielle Miller

Rita Danielle Miller is a registered investment advisor representative with Cornerstone Advisors Asset Management, LLC, located in Bethlehem, Pennsylvania. Rita has been in the financial services industry since 2005 and has a strong background in providing investment advice. She is dedicated to helping clients reach their financial goals by offering personalized financial planning services and portfolio management. She is committed to providing a high level of service and building long-lasting relationships with clients.

Firm Information

Rita Miller 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.

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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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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Rita Miller’s Registration & Firm History

PA

02/09/2006 - Present

Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)

PA

04/26/2005 - 02/22/2011

CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)

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Licenses & Designations

BOTH

Issued 07/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rita Danielle Miller.
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