Cornerstone Professional Advisor Services, LLC
Cornerstone Professional Advisor Services, LLC (CRD# 115122) is a financial advisory firm headquartered in Garden City, NY. They manage $75,665,204 in 436 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management76MILLION
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Total Number of Accounts436ACCOUNTS
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Average Account Value$173,544
- A percentage of assets under your management
- Other
- 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)
FL, MS, NJ, NY, TX
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.
Wilkins Montgomery (CRD# 1236243) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Jackson, MS and has over 24 years of experience in the finance industry.
Michael Welger (CRD# 1009784) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Freehold, NJ and has over 32 years of experience in the finance industry. Michael Welger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Holly Lundberg (CRD# 1012404) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in New York, NY and has over 36 years of experience in the finance industry.
Steven Madonna (CRD# 4449047) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Garden City, NY and has over 22 years of experience in the finance industry.