Steven Charles Kuter
Investment adviser representative at Cornerstone Advisors Asset Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.6BFirm assets
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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
13 years in the industry.
- Cornertsone Advisors Asset Management, LLCJun 2026 to now
- Cornerstone Advisors Asset Management, LLCSep 2024 to now
- Cornerstone Institutional Investors, LLCSep 2024 to now
- M Holdings Securities, Inc.Sep 2024 to now
- The Vanguard Group, Inc.Feb 2013 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5454981
- Firm CRD
- 138638