Cornerstone Professional Advisor Services, LLC

Cornerstone Professional Advisor Services, LLC (CRD# 115122) is a financial advisory firm headquartered in Garden City, NY. They manage $94,277,901 in 503 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $187,431
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.

FL, MS, NJ, NY, TX

Financial Advisors at Cornerstone Professional Advisor Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James E. Bivins
CRD#: 4950804
5 Old River Place, Suite 107, Jackson, MS 39202

James Bivins (CRD# 4950804) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Jackson, MS and has over 22 years of experience in the finance industry.

2
Alfonso G. Figliolia
CRD#: 863524
9 Endo Blvd., Garden City, NY 11530

Alfonso Figliolia (CRD# 863524) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Garden City, NY and has over 41 years of experience in the finance industry.

3
David G. Kelly
CRD#: 2080128
2241 E. Continental Blvd., Suite 130, Southlake, TX 76092

David Kelly (CRD# 2080128) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Southlake, TX and has over 31 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.

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

Wilkins Montgomery (CRD# 1236243) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Jackson, MS and has over 22 years of experience in the finance industry.

5
Michael S. Welger
CRD#: 1009784
31 Schanck Road, Suite D, Freehold, NJ 07728

Michael Welger (CRD# 1009784) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in Freehold, NJ and has over 30 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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