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CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

GARDEN CITY, NY · CRD 115122 · IAPD ↗ · cpasllc.com · 516-408-1160

$110.3MRegulatory AUM
3Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC notice-filed in MO, NC, VA, VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC shrank from 17 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.