74 West Broad Street, Suite 340, Bethlehem, PA, 18018
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Malcolm is a registered representative with M Holdings Securities, the President/Manager of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC, and the President of Cornerstone Benefits, Inc. He also serves on the M Financial Investment Advisory Board and as a Trustee and Finance Committee member for Gettysburg College, dedicating nearly full-time hours to Cornerstone Benefits, Inc.