Cornerstone Professional Advisor Services, LLC

Cornerstone Professional Advisor Services, LLC (CRD# 115122) is a financial advisory firm headquartered in Garden City, NY. They manage $101,163,878 in 776 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    776
    ACCOUNTS
  • Average Account Value
    $130,366
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MS, NJ, NY, PA, TX

Financial Advisors at Cornerstone Professional Advisor Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David G. Kelly
CRD#: 2080128
2241 E. Continental Blvd., Suite 130, Southlake, TX 76092
96
Wealthminder
score

David Kelly (CRD# 2080128) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Southlake, TX and has over 27 years of experience in the finance industry. David Kelly 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.

2
James E. Bivins
CRD#: 4950804
860 East River Place, Suite 200, Jackson, MS 39202
93
Wealthminder
score

James Bivins (CRD# 4950804) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Jackson, MS and has over 18 years of experience in the finance industry.

3
Alfonso G. Figliolia
CRD#: 863524
Wantagh, NY
93
Wealthminder
score

Alfonso Figliolia (CRD# 863524) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Wantagh, NY and has over 37 years of experience in the finance industry.

4
Wilkins H. Montgomery
CRD#: 1236243
860 East River Place, Suite 200, Jackson, MS 39202
93
Wealthminder
score

Wilkins Montgomery (CRD# 1236243) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Jackson, MS and has over 18 years of experience in the finance industry.

5
Kenneth I. Singer
CRD#: 4611425
18 Sylvan Road South, Westport, CT 06880
93
Wealthminder
score

Kenneth Singer (CRD# 4611425) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Westport, CT and has over 16 years of experience in the finance industry.

6
Michael S. Welger
CRD#: 1009784
31 Schanck Road, Suite D, Freehold, NJ 07728
84
Wealthminder
score

Michael Welger (CRD# 1009784) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Freehold, NJ and has over 26 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.

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