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CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CRD 115122 · SEC 801-61925
9 ENDO BLVD., GARDEN CITY, NY, 11530, United States
Phone
516-408-1160
Fax
516-408-1154
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.3M
Discretionary AUM
$99.4M
Team
14 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 326 | $48.5M |
| High net worth individuals | 26 | $50.9M |
| Pension/profit sharing plans | 14 | $10.9M |
States served
MS, NJ, NY, NC, VA, VI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD