Alfonso Figliolia, financial advisor Garden City NY

Alfonso Figliolia

CRD Number: 863524
Current Firm: Cornerstone Professional Advisor Services, LLC

Alfonso Figliolia (CRD# 863524) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Garden City, NY and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Wrp Investments, Inc Nka Sterne Agee Nka Sa Stone Wealth Mgmt. Youngstown, OH Aug 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1980
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Alfonso G. Figliolia
Phone Number: 516-408-1160
Firm Website: http://www.cpasllc.com
Registered State(s):
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $173,544
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MS, NJ, NY, TX

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