CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

GARDEN CITY, New York·3 registered advisors·CRD# 115122

SEC# 801-619253516-408-1160

01

Firm Overview

AUM

$82M

Regulatory assets under management

Employees

18

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Other: SELECTION OF OTHER ADVISORS

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

3 registered advisors

Alfonso George Figliolia

GARDEN CITY, New York

David Gregg Kelly

GARDEN CITY, New York

GARDEN CITY, New York

05

Office Locations

GARDEN CITY, New York

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Data sourced from SEC Form ADV filings. CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC (CRD# 115122) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.