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Christopher William Lakatosh

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

74 West Broad Street, Suite 340, Bethlehem, PA, 18018

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business ActivitiesSells Insurance

Christopher is a registered representative with M Holdings Securities, a consultant for Cornerstone Institutional Investors and Cornerstone Advisors Asset Management, and a board member for Cetronia Ambulance Corp and Lehigh General Purpose Authority. He spends the majority of his time (85%) with Cornerstone Advisors Asset Management.

Employment History
Current Registrations
M Holdings Securities, INC.
January 2011 - Present · 15 yrs 1 mo
M Holdings Securities, INC.Broker
January 2011 - Present · 15 yrs 1 mo
Cornerstone Advisors Asset Management, LLC
February 2006 - Present · 20 yrs
Previous Registrations
Cornerstone Institutional Investors, LLC
July 2004 - December 2017 · 13 yrs 5 mos
Cornerstone Institutional Investors, INC.Broker
April 2004 - February 2011 · 6 yrs 10 mos
American Express Financial Advisors INC.Broker
June 2002 - April 2003 · 10 mos
Ids Life Insurance CompanyBroker
June 2002 - April 2003 · 10 mos
State Registrations8 states
DEFLMDNCNJOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher William Lakatosh - Financial Advisor | TrueAdvisor