Ceo/manager · Cornerstone Advisors Asset Management, LLC
Kevin (. Karpuk
CRD 4442939 · Named on Form ADV at one SEC-registered adviser
At a glance
Cornerstone Advisors Asset Management, LLC, an SEC-registered asset manager based in Bethlehem, PA with $9.6 billion in regulatory assets, lists Kevin (. Karpuk on its Form ADV as Ceo/manager, a control person.
Firms and roles
- Cornerstone Advisors Asset Management, LLCCeo/managerAsset manager · Bethlehem, PA · $9.6B in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kevin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Malcolm L. CowenPresident Emeritus/manager, Cornerstone Advisors Asset Management, LLC
- Thomas J. ScaliciExecutive Chairman/manager, Cornerstone Advisors Asset Management, LLC
- Christopher J. McKinleyChief Compliance Officer/manager, Cornerstone Advisors Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.