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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

CRD 115122

GARDEN CITY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5202f95-67aa-dc1d-c95f-dc59cbe6094b

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to Mar 19, 2026
24 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $110MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $99.4M
Private client RAUM: $99.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $22.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 456
Individual clients: 326
High net worth clients: 26
SEC number: 801-61925
CRD: 115122
Filings on the tape: 24
First filed: Mar 27, 2012
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, NY
Website: cpasllc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALFONSO GEORGE FIGLIOLIA	n/a	GARDEN CITY, NY	22	45	1	no
MICHAEL STEVEN WELGER	n/a	FREEHOLD, NJ	11	36	6	yes
HOLLY ANN LUNDBERG	Chartered Financial Consultant	New York, NY	3	39	n/a	no
STEVEN MADONNA	n/a	GARDEN CITY, NY	2	25	n/a	no
WILKINS HENRY MONTGOMERY	n/a	JACKSON, MS	0	39	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FIGLIOLIA, ALFONSO, GEORGE	Member	D	yes	02/2001	Mar 27, 2012	Mar 28, 2024
MADONNA, STEVEN	Member	D	yes	02/2001	Mar 27, 2012	Mar 28, 2024
SOLANO, STEVE, NMN	Cco	Na	yes	06/2017	Jun 8, 2017	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MADONNA & COMPANY, LLP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Edwards	Ms	United States	2	no
FLORAL PARK	NY	United States	1	no
YORKTOWN HEIGHTS	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$110M	$99.4M	14	3	3	n/a	n/a
2024	Apr 2, 2025	$88.7M	$79.7M	14	3	3	n/a	n/a
2023	Mar 28, 2024	$82.4M	$75.7M	18	17	3	n/a	n/a
2022	Mar 3, 2023	$75.7M	$69.1M	19	18	4	n/a	n/a
2021	Mar 14, 2022	$94.3M	$86.7M	19	18	4	n/a	n/a
2020	Mar 18, 2021	$75.2M	$75.2M	19	18	4	n/a	n/a
2019	Mar 31, 2020	$60.9M	$60.9M	19	18	4	n/a	n/a
2018	Mar 29, 2019	$45.5M	$45.5M	19	18	5	n/a	n/a
2017	Mar 29, 2018	$60.1M	$60.1M	19	18	5	n/a	n/a
2016	Mar 30, 2017	$106M	$53.5M	18	18	n/a	n/a	n/a
2015	Mar 29, 2016	$101M	$47.2M	15	15	n/a	n/a	n/a
2014	Mar 26, 2015	$110M	$49.7M	15	15	n/a	n/a	n/a
2013	Mar 28, 2014	$100M	$42.4M	14	14	n/a	n/a	n/a
2012	Mar 26, 2013	$91.9M	$41.1M	14	14	n/a	n/a	n/a
2011	Mar 27, 2012	$78.1M	$37.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$110M	$88.7M	24.3%	$75.7M	13.4%	14	14	3	3

Relationships

Registered with (8)

← WILKINS HENRY MONTGOMERYAdvisorregistration: current employment
Oct 20, 2025 to presentfactForm ADV
← STEVEN MADONNAAdvisorregistration: current employment
Oct 26, 2023 to presentfactForm ADV
← HOLLY ANN LUNDBERGAdvisorregistration: current employment
Jan 18, 2023 to presentfactForm ADV
← MICHAEL STEVEN WELGERAdvisorregistration: current employment
Apr 1, 2015 to presentfactForm ADV
← ALFONSO GEORGE FIGLIOLIAAdvisorregistration: current employment
Jun 18, 2004 to presentfactForm ADV
← NORMAN CHARLES GARNERAdvisorregistration: previous registration
May 19, 2005 to Dec 31, 2005factForm ADV
← ROBERT SLADE MILLERAdvisorregistration: previous registration
Jun 5, 2002 to Nov 3, 2004factForm ADV
← MICHAEL K ARMOURAdvisorregistration: previous registration
Jun 5, 2002 to Dec 31, 2003factForm ADV

Controls (3)

← SOLANO, STEVE, NMNOwnerCCO, ownership code NA, individual
Jun 8, 2017 to Mar 28, 2024factForm ADV
← MADONNA, STEVENOwnerMEMBER, ownership code D, individual
Mar 27, 2012 to Mar 28, 2024factForm ADV
← FIGLIOLIA, ALFONSO, GEORGEOwnerMEMBER, ownership code D, individual
Mar 27, 2012 to Mar 28, 2024factForm ADV

Dated events

Occurred
Oct 23, 2023
Control person left
Gregg David Kelly (Member) no longer on Schedule A of Cornerstone Professional Advisor Services, Llc (listed 2023-03-03, absent 2023-10-23)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5202f95-67aa-dc1d-c95f-dc59cbe6094b
First observed: Mar 27, 2012
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

CRD 115122

GARDEN CITY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5202f95-67aa-dc1d-c95f-dc59cbe6094b

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALFONSO GEORGE FIGLIOLIA

n/a

GARDEN CITY, NY

MICHAEL STEVEN WELGER

n/a

FREEHOLD, NJ

yes

HOLLY ANN LUNDBERG

Chartered Financial Consultant

New York, NY

n/a

STEVEN MADONNA

n/a

GARDEN CITY, NY

n/a

WILKINS HENRY MONTGOMERY

n/a

JACKSON, MS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIGLIOLIA, ALFONSO, GEORGE

Member

yes

02/2001

Mar 27, 2012

Mar 28, 2024

MADONNA, STEVEN

Member

yes

02/2001

Mar 27, 2012

Mar 28, 2024

SOLANO, STEVE, NMN

Cco

yes

06/2017

Jun 8, 2017

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MADONNA & COMPANY, LLP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Edwards

United States

FLORAL PARK

United States

YORKTOWN HEIGHTS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$110M

$99.4M

n/a

2024

Apr 2, 2025

$88.7M

$79.7M

n/a

2023

Mar 28, 2024

$82.4M

$75.7M

n/a

2022

Mar 3, 2023

$75.7M

$69.1M

n/a

2021

Mar 14, 2022

$94.3M

$86.7M

n/a

2020

Mar 18, 2021

$75.2M

n/a

2019

Mar 31, 2020

$60.9M

n/a

2018

Mar 29, 2019

$45.5M

n/a

2017

Mar 29, 2018

$60.1M

n/a

2016

Mar 30, 2017

$106M

$53.5M

n/a

2015

Mar 29, 2016

$101M

$47.2M

n/a

2014

Mar 26, 2015

$110M

$49.7M

n/a

2013

Mar 28, 2014

$100M

$42.4M

n/a

2012

Mar 26, 2013

$91.9M

$41.1M

n/a

2011

Mar 27, 2012

$78.1M

$37.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$110M

$88.7M

24.3%

$75.7M

13.4%