Alfonso Figliolia
Alfonso Figliolia is a registered investment advisor at Cornerstone Professional Advisor Services, LLC, based in Garden City, NY, with 46 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 340 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
9 Endo Blvd., Garden City, NY, 11530
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alfonso is a partner/owner of Cornerstone Professional Advisor Service, an RIA insurance agency, dedicating full-time hours in conjunction with SA Stone Wealth Management activities. He also serves as a FINRA arbitrator and expert witness/consultant, dedicating minimal time to these activities.
Employment History
Current Registrations
Cornerstone Professional Advisor Services, LLC
Previous Registrations
SA Stone Wealth Management INC.Broker
Wrp Investments, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Macken Securities, INC.Broker
Securities America, INC.Broker
Westco Investment CORP.Broker
Dime Securities of Ny, INC.Broker
Investment Advisors & Consultants, INC.Broker
First Albany CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Painewebber IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.