Cornerstone Professional Advisor Services, LLC
Cornerstone Professional Advisor Services, LLC (CRD# 115122) is a financial advisory firm headquartered in Garden City, NY. They manage $82,359,960 in 432 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management82MILLION
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Total Number of Accounts432ACCOUNTS
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Average Account Value$190,648
- 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.
Holly Lundberg (CRD# 1012404) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in New York, NY and has over 37 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.