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Ryan D Wood

Cornerstone Advisors Asset Management, LLC

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About Ryan D Wood

Ryan Wood is an investment advisor representative with Cornerstone Advisors Asset Management, LLC, located in Bethlehem, PA. Ryan has been in the industry since September 17, 2002. Ryan is also a registered representative of Cornerstone Advisors Asset Management, LLC. Ryan has passed the Series 66, SIE, Series 87, Series 86 and Series 7 exams. Ryan specializes in portfolio management for individuals, businesses, and pension consulting. Ryan has a history of working with various clients including individuals, corporations, charities, investment companies and governments.

Firm Information

Ryan Wood 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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Ryan Wood’s Registration & Firm History

PA

02/09/2006 - Present

Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)

PA

09/17/2002 - 02/22/2011

CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)

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Licenses & Designations

BOTH

Issued 11/12/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/11/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan D Wood.
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