Derrick K Angradi
Investment adviser representative at Cornerstone Advisors Asset Management, LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Cornerstone Advisors Asset Management, LLCJan 2025 to now
- M Holdings Securities, Inc.Jan 2025 to now
- Voya Financial Partners, LLCJan 2025 to Jan 2025
- Oneamerica SecuritiesJun 2022 to Jan 2025
- American United LifeMay 2022 to Jan 2025
- Prudential Insurance Company of AmericaOct 2010 to Apr 2022
- Prudential Investment Mangement Services, LLCOct 2010 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5854588
- Firm CRD
- 138638