CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

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

About CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC, formally registered with the SEC as CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC. The firm was established in 07/26/2002. They have over 4 offices throughout the country.

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC is a Garden City, New York based Financial Planning firm with nearly $82,359,960 assets under management, offering retirement planning & investment advisory services to 432 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115122
SEC#	801-61925
Assets Managed by Firm	$82,359,960
No. of Clients	432
No. of Advisors	18

Fee Structure

A percentage of AUM
Other (SELECTION OF OTHER 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

Firm Client Information

	No. of Clients	AUM
Firm Total	432	$82,359,960
Individuals (other than high net worth individuals)	337	$26,444,479
High net worth individuals	86	$49,226,004
Pension and profit sharing plans	9	$6,689,477

More Retirement Planning firms in Garden City, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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