COWEN MALCOLM LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. COWEN MALCOLM LEE appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | OWNER/DIRECTOR | BETHLEHEM, PA |
| — | Form ADV | M FINANCIAL INVESTMENT ADVISERS INC | DIRECTOR/CHAIR | PORTLAND, OR |
| — | Form ADV | CORNERSTONE INSTITUTIONAL INVESTORS, LLC | OWNER/DIRECTOR | BETHLEHEM, PA |
| — | Form ADV | CORNERSTONE FINANCIAL CONSULTANTS LTD | EXECUTIVE OFFICER | ALLENTOWN, PA |
| — | Form ADV | CORNERSTONE ADVISORS ASSET MANAGEMENT INC | PRESIDENT | BETHLEHEM, PA |