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Christopher John Mckinley

Investment adviser representative at Cornerstone Advisors Asset Management, LLC
19 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

19 years in the industry.

  1. M Holdings Securities, Inc.Jan 2011 to now
  2. Cornerstone Benefits, Inc.Apr 2010 to now
  3. Cornerstone Advisors Asset Management, LLCSep 2007 to now
  4. Cornerstone Institutional Investors, LLCSep 2007 to now

Exams passed

  • Series 66 · Uniform Combined State Law2012

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
5693671
Firm CRD
138638
Advisor's SEC record (opens in a new tab)
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