Caroline L Wieand
Investment adviser representative at Cornerstone Advisors Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$9.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cornerstone Advisors Asset Management, LLCJul 2021 to now
- Cornerstone Advisors Asset Managment, LLCMay 2021 to now
- Cornerstone Benefits, Inc.May 2021 to now
- Cornertsone Institutional Investors, LLCMay 2021 to now
- M Holdings Securities, Inc.May 2021 to now
- Janney Montgomery Scott LLCNov 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cornerstone Advisors Asset Management, LLC
$9.6BAssets managed
764Clients
26Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4131472
- Firm CRD
- 138638