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Whitney Rose Bates

Cornerstone Advisors Asset Management, LLC

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About Whitney Rose Bates

Whitney Bates is a registered investment advisor representative with Cornerstone Advisors Asset Management, LLC. Whitney has been in the industry since February 11, 2015 and holds the Series 7, Series 66, and SIE exams. Whitney has experience providing investment advice and analysis to a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and insurance companies.

Firm Information

Whitney Bates 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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Whitney Bates’s Registration & Firm History

PA

12/03/2015 - Present

Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)

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Licenses & Designations

BOTH

Issued 12/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Whitney Rose Bates.
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