Steven Charles Kuter

Current Employers

Employment History

• 02/2013 → 07/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2024 → Present
  M Holdings Securities, Inc.
  Bethlehem, PA
• 09/2024 → Present
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA

Previous Registrations

• 2015-02-13 → 2024-08-08
  Vanguard Advisers, Inc.
  Malvern, PA
• 2008-01-29 → 2013-01-31
  Ameriprise Financial Services, Llc
  Boyertown, PA
  Blue Bell, PA
  Marlton, NJ
  Conshohocken, PA

Other Businesses

1) M Holdings Securities, Inc.; Investment-Related; Bethlehem, PA; Broker Dealer; Registered Representative; 9/2024; 40 hrs/mo; 40 hrs/mo during securities trading hours; Duties are registered representative activities. 2) Cornerstone Institutional Investors, LLC; 74 West Broad Street, Suite 340, Bethlehem, PA 18018; M Financial Group - Member Firm Employee, insurance; Investment related; Senior Consultant; Work with fee-based clients, position and sell commissionable insurance and annuity products when appropriate; 9/2/2024; 30 hrs/mo; 30 hrs/mo during securities trading hours. 3) Cornerstone Advisors Asset Management, LLC; 74 West Broad Street, Suite 340, Bethlehem, PA 18018; RIA; Investment related; Senior Consultant; Work with fee-based clients. Bring on new business; 9/2/2024; 120 hrs/mo; 120 hrs/mo during securities trading hours. 4) Cornerstone Benefits, Inc.; 74 West Broad Street, Suite 340, Bethlehem, PA 18018; Investment related; Cornerstone Benefits Inc is the Parent Company of CII and CAAM; Senior Consultant; Work with fee-based clients, position and sell fee-based annuity and insurance products when appropriate; 9/2/2024; 10 hrs/mo; 10 hrs/mo during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-28

Designations