Kevin Karpuk has been CEO/Manager of Cornerstone Advisors Asset Management since January 2025, is a control person of the firm and directly owns under 5% of it. Kevin Karpuk holds a BS in Economics from Lehigh University and an MS in Economics from Lehigh University.
Cornerstone Advisors Asset Management, LLC is a Bethlehem, PA firm with $9.57B under management, 764 clients and 26 advisers in one office, as of its March 2026 filing.
Kevin Karpuk is Chief Executive Officer of Cornerstone Advisors Asset Management, LLC. He is involved with the firm's Investment Policy and Strategic Planning committees. He joined the company in 2000.
Kevin Karpuk’s longest registration is the current one, 20 years at Cornerstone Advisors Asset Management since 2006. Before joining Cornerstone Advisors Asset Management in 2006, Kevin Karpuk was registered through Cornerstone Institutional Investors, LLC and Ycs Asset Management, Inc.
- – present · 20 yearsBethlehem, PA · Adviser representative · Firm CRD 138638
- Cornerstone Institutional Investors, LLC– · 13 yearsBethlehem, PA · Adviser representative · Firm CRD 44664
- Ycs Asset Management, Inc.– · 3 yearsBethlehem, PA · Adviser representative · Firm CRD 109504
Professional designations
Listed by Cornerstone Advisors Asset Management
- AIF®
- CFA
- CIPM®
Investment adviser representative registrations
Kevin Karpuk is registered as an investment adviser representative in Pennsylvania, since February 2006.
- PennsylvaniaSince 9 February 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 22 May 2007 |
| Series 53 | Municipal Securities Principal Examination | 22 October 2001 |
| Series 66 | Uniform Combined State Law Examination | 17 September 2001 |
| Series 7 | General Securities Representative Examination | 4 September 2001 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4442939
- Firm
- Cornerstone Advisors Asset Management · CRD 138638
- Role
- CEO/Manager
- Office
- 74 WEST BROAD STREET, SUITE 340, Bethlehem, PA 18018
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cornerstone-companies.com
Where does Kevin Karpuk work?
Kevin Karpuk has been CEO/Manager of Cornerstone Advisors Asset Management, LLC since January 2025, and is a control person of the firm.
Is Kevin Karpuk a financial advisor?
Yes. Kevin Karpuk has a current investment-adviser registration in Pennsylvania, through Cornerstone Advisors Asset Management since February 2006.
How many years of experience does Kevin Karpuk have?
Kevin Karpuk has 25 years in the financial industry, since September 2001, across 3 adviser firms.
What exams has Kevin Karpuk passed?
Kevin Karpuk has passed 5 licensing exams: the Series 7, Series 66, Series 53, Series 4 and Series 52TO. The earliest, the Series 7, was passed in September 2001. FINRA credited Kevin Karpuk with the SIE, which began in October 2018.
Where is Kevin Karpuk based?
Kevin Karpuk’s registered office is in Bethlehem, PA.
Is Kevin Karpuk registered with FINRA?
Yes. Kevin Karpuk has a current broker registration, under CRD 4442939.
Source: FINRA BrokerCheck
Is Kevin Karpuk a CFA charterholder?
Cornerstone Advisors Asset Management lists Kevin Karpuk with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Kevin Karpuk’s record?
Search CRD 4442939 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Karpuk’s full registration record.
