Amanda Joan Kesler
Investment adviser representative at Cornerstone Advisors Asset Management, LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$9.6BFirm assets
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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
22 years in the industry.
- Cornerstone Advisors Asset Management, LLCJul 2023 to now
- Cornerstone Benefits, Inc.Jul 2023 to now
- Cornerstone Institutional Investors, LLCJul 2023 to now
- M Holdings Securities, Inc.Jul 2023 to now
- Voluntary Separation Package From SeiNov 2022 to Jul 2023
- Sei InvestmentsSep 2004 to Oct 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7791352
- Firm CRD
- 138638