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RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

MICHAEL STEVEN WELGER

Advisor at CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

FREEHOLD, NJ

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Search this name across graphsid dfx:ria:66baa283-df87-bb06-9051-6ff22c536751

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 24, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 14, 1991
First registration: Aug 24, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 1009784

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC	Independent wealth	Apr 1, 2015	n/a	yes	FREEHOLD, NJ	Current employment
STONEX ADVISORS INC.	Bd affiliated wealth	Jan 30, 2015	Apr 1, 2015	no	BIRMINGHAM, AL	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Jan 24, 2014	Jan 30, 2015	no	YOUNGSTOWN, OH\|FREEHOLD, NJ	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Oct 9, 2008	Jan 24, 2014	no	AUSTIN, TX\|FREEHOLD, NJ	Previous registration
CADARET GRANT & CO INC	Former SEC adviser	Feb 13, 2007	Oct 8, 2008	no	PARAMUS, NJ\|SPRING LAKE HEIGHTS, NJ	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Aug 25, 2005	Nov 17, 2006	no	HOLBROOK, NY	Previous registration
FROEHLICH FINANCIAL GROUP, LTD.	n/a	Aug 24, 2000	May 12, 2005	no	SPRING LAKE HEIGHTS, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STONEX ADVISORS INC.	CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC	Apr 1, 2015	Apr 1, 2015	0	Firm change	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	STONEX ADVISORS INC.	Jan 30, 2015	Jan 30, 2015	0	Bulk transfer	Other
NFP ADVISOR SERVICES, LLC	STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Jan 24, 2014	Jan 24, 2014	0	Firm change	Other
CADARET GRANT & CO INC	NFP ADVISOR SERVICES, LLC	Oct 8, 2008	Oct 9, 2008	1	Firm change	Other
AMERICAN PORTFOLIOS ADVISORS, INC	CADARET GRANT & CO INC	Nov 17, 2006	Feb 13, 2007	88	Firm change	Other
FROEHLICH FINANCIAL GROUP, LTD.	AMERICAN PORTFOLIOS ADVISORS, INC	May 12, 2005	Aug 25, 2005	105	Firm change	Other

Relationships

Registered with (7)

→ CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLCRegistered adviserregistration: current employment
Apr 1, 2015 to presentfactForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Jan 30, 2015 to Apr 1, 2015factForm ADV
→ STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jan 24, 2014 to Jan 30, 2015factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Oct 9, 2008 to Jan 24, 2014factForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Feb 13, 2007 to Oct 8, 2008factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Aug 25, 2005 to Nov 17, 2006factForm ADV
→ FROEHLICH FINANCIAL GROUP, LTD.Registered adviserregistration: previous registration
Aug 24, 2000 to May 12, 2005factForm ADV

Dated events

No dated event names this entity yet.