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Employer firm

Cornerstone Professional Advisor Services, LLC CRD 115122

$110M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cornerstone Professional Advisor Services, Llc

9 Endo Blvd., Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-10-26
  • NJ RA
    APPROVED
    Since 2023-10-26

Branch Locations

9 Endo Blvd., Garden City, NY 11530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Professional Advisor Services Llc Garden City NY 09/2001 Present
Other Businesses

Madonna and Company LLP Not investment related 9 Endo Blvd Garden City NY 11530 This is a CPA Firm My position - Partner Title - Partner Start date - With the firm since 1985 120 hours per month 80 hours per month Tax and accounting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-12-12
  • S65 Uniform Investment Adviser Law Examination
    2001-12-12

View on SEC IAPD

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