Evan James Cowen

Employer firm

Cornerstone Advisors Asset Management, LLC CRD 138638

$9.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Cornerstone Institutional Investors, Llc
  Bethlehem, PA
• 05/2017 → Present
  M Holdings Securities
  Bethlehem, PA
• 05/2017 → Present
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA
• 06/2016 → 03/2017
  C & A Financial
  Wall Township, NJ
• 05/2017 → Present
  Cornerstone Benefits, Inc
  Bethlehem, PA

Previous Registrations

• 2017-05-26 → 2017-12-31
  Cornerstone Institutional Investors, Inc.
  Bethlehem, PA

Other Businesses

(1) M Holdings Securities, Inc.; Portland, OR; Broker Dealer; Investment-Related; Registered Representative; duties include Consulting; started 5/1/2017; 20% of time; 20% of time during trading hours (2) Cornerstone Institutional Investors, LLC; Bethlehem, PA; Insurance Agency; Investment-Related; Consultant; started 5/1/2017; 20% of time; 20% of time during trading hours (3) Cornerstone Advisors Asset Management, LLC; Bethlehem, PA; Investment Advisor; Investment-Related; Consultant; started 5/1/2017; 60% of time; 60% of time during trading hours (4) Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-15
• S65 Uniform Investment Adviser Law Examination
  2017-04-26