Whitney Rose Bates
Investment adviser representative at Cornerstone Advisors Asset Management, LLC
12 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
12 years in the industry.
- M Holdings Securities, Inc.Nov 2014 to now
- Cornerstone Advisors Asset Management, LLCJul 2014 to now
- Cornerstone Benefits, IncJul 2014 to now
- Cornerstone Institutional Investors, LLCJul 2014 to now
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
- 6378178
- Firm CRD
- 138638