Michael Steven Welger
CFP®Professional Summary
Michael Steven Welger, CFP® is a registered financial advisor currently at CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC located in Freehold, New Jersey and STONEX SECURITIES INC. located in Freehold, New Jersey. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Michael has worked at 17 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
Contact Information
Main Address
9 Endo Blvd., Garden City, NY 11530Phone Number
(516) 408-1160# of Employees
14SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
456AUM (Assets Under Management)
$110,269,757Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
State Registrations and Notice Filings
(9/8/2025)
(1/3/2020)
(9/12/2014)
(4/1/2015)
(9/12/2014)
(11/5/2025)
(1/5/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1982About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Steven Welger's CRS (Customer Relationship Summary).
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