John paul Michael Cavaliere
Investment adviser representative at Cornerstone Advisors Asset Management, LLC
14 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
14 years in the industry.
- Cornerstone Advisors Asset Management, LLC.Dec 2019 to now
- Cornerstone Benefits, Inc.Dec 2019 to now
- Cornerstone Institutional Investors, LLCDec 2019 to now
- M Holdings Securities, Inc.Dec 2019 to now
- Greenfire, Inc.Oct 2019 to Dec 2019
- Kevin Smith TransportationSep 2019 to Oct 2019
- UnemployedMar 2019 to Sep 2019
- Sei InvestmentsMay 2012 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7011395
- Firm CRD
- 138638