Andrew Jeff Livesey
Investment adviser representative at Cornerstone Advisors Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$9.6BFirm assets
20 yearsFirm in business
Are you Andrew Jeff Livesey? Claim your profile
Contact this firm
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.
- M Holdings Securities, Inc.Apr 2026 to now
- Cornerstone Advisors Asset Management, LLCMar 2026 to now
- Cornerstone Benefits, Inc.Mar 2026 to now
- Cornerstone Institutional Investors, LLCMar 2026 to now
- Osttra Services LLCMar 2026 to now
- Osttra Services LLCSep 2021 to Feb 2026
- Cme Group IncNov 2018 to Aug 2021
- Nex GroupMay 2016 to Oct 2018
- Brokertec Americas LLCFeb 2014 to Jul 2023
- Icap Securities USA LLCFeb 2014 to Dec 2016
- Icap Corporates LLCMar 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2026
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
- 6177020
- Firm CRD
- 138638