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Detailed Report
Avery Myles Coleman
AVERY MYLES COLEMAN
CRD#: 6512131
IA
Investment Adviser
B
Broker
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCCRD#: 138638 74 WEST BROAD STREET, SUITE 340
BETHLEHEM, PA 18018
M HOLDINGS SECURITIES, INC.CRD#: 43285 74 WEST BROAD STREET
SUITE 340
BETHLEHEM, PA 18018
Registration History
201620172018201920202021202220232024202520262 FIRMS2021 - Present (3 years)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2016 - 2017 (1 year)
License(s)

State Registrations

B
Pennsylvania 12/10/2021
IA
Pennsylvania 12/16/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC (CRD#:138638)
74 WEST BROAD STREET, SUITE 340, BETHLEHEM, PA 18018
Registered with this firm since 12/16/2021
B
M HOLDINGS SECURITIES, INC. (CRD#:43285)
74 WEST BROAD STREET SUITE 340, BETHLEHEM, PA 18018
Registered with this firm since 9/20/2021
Previous Registration(s)
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B
 02/13/2016 - 02/06/2017 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) KNG OF PRUSSIA, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.