Martin Bondia Gobbo
Investment adviser representative at Cornerstone Advisors Asset Management, LLC
13 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
13 years in the industry.
- Cornerstone Advisors Asset Management, LLCSep 2026 to now
- Cornerstone Advisor Asset Management, LLCMar 2026 to now
- Cornerstone Benefits, Inc.Mar 2026 to now
- Cornerstone Institutional Investors, LLCMar 2026 to now
- M Holdings SecuritiesMar 2026 to now
- Sei Investments Management CorporationJul 2023 to Mar 2026
- Messiah UniversityAug 2019 to May 2023
- Haven of Peace AcademyAug 2017 to Jun 2019
- N/aDec 2016 to Aug 2017
- Feza Boys Secondary and High SchoolJan 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State 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
- 8251266
- Firm CRD
- 138638