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Cornerstone Professional Advisor Services, LLC CRD 115122
$110M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9 Endo Blvd., Garden City, NY 11530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-18 |
Branch Locations
148 Madison Avenue 15Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Central Life | New York | NY | 12/2005 | Present |
| Carillon Investments, Inc | New York | NY | 03/2006 | Present |
| Ameritas Investment Corp. | New York | NY | 06/2006 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-06 |
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