CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC - Financial Advisor in New York, Garden City

Tel: 516-408-1160 9 Endo Blvd. Garden City, New York 11530

About CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC is a Garden City, New York based financial advisory firm with nearly $82,359,960 in assets under management and provides investment advisory services for 432 clients. There are currently 18 financial advisors at the firm.

General Information

Firm CRD#:

115122

Firm SEC#:

801-61925

Assets Under Management:

$82,359,960

No. of Clients:

432

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Other (SELECTION OF OTHER ADVISORS)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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