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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • 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
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
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 43 years of experience in the finance industry.

2
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 24 years of experience in the finance industry.

3
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 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.

4
Holly A. Lundberg
CRD#: 1012404
148 Madison Avenue, 15th Floor, New York, NY 10016

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.

5
Steven Madonna
CRD#: 4449047
9 Endo Blvd., Garden City, NY 11530

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.

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