ML
Malcolm Lee Cowen
CRD 1013493
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cornerstone Advisors Asset Management, Llc
President/Manager · Less than 5% · Mar 2024
-
M Financial Investment Advisers Inc
Director/Chair · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗