Holly Lundberg has been an investment adviser representative at Cornerstone Professional Advisor Services since January 2023, and is not listed among the firm’s executive officers or direct owners. Holly Lundberg holds a Master of Sciences in Financial Services from Pace University.
Cornerstone Professional Advisor Services, LLC is a Garden City, NY firm with $110M under management, 366 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Holly Lundberg is an Insurance Specialist of Cornerstone Professional Advisor Services, LLC. She has provided insurance coverage and overall financial services to high net worth individuals, business owners, professionals and their families since 1970. She has conducted seminars on financial, business and retirement planning, has been interviewed on the radio about reaching financial goals, and has taught courses on investments, insurance and financial planning.
- – present · 3 yearsNew York, NY · Adviser representative · Firm CRD 115122
Professional designations
Listed by Cornerstone Professional Advisor Services
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Accredited Estate Planner (AEP®)
Investment adviser representative registrations
Holly Lundberg is registered as an investment adviser representative in New York, since January 2023.
- New YorkSince 18 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 April 1987 |
| Series 7 | General Securities Representative Examination | 18 December 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 February 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Holly Ann Lundberg
- CRD
- 1012404
- Firm
- Cornerstone Professional Advisor Services · CRD 115122
- Office
- 148 Madison Avenue, 15th Floor, New York, NY 10016
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cpasllc.com
Where does Holly Lundberg work?
Holly Lundberg is an investment adviser representative registered through Cornerstone Professional Advisor Services, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Holly Lundberg a financial advisor?
Yes. Holly Lundberg has a current investment-adviser registration in New York, through Cornerstone Professional Advisor Services since January 2023.
How many years of experience does Holly Lundberg have?
Holly Lundberg has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Holly Lundberg passed?
Holly Lundberg has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in February 1982.
Where is Holly Lundberg based?
Holly Lundberg’s registered office is in New York, NY.
Is Holly Lundberg registered with FINRA?
No. Holly Lundberg has no current broker registration.
How can I verify Holly Lundberg’s record?
Search CRD 1012404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Holly Lundberg’s full registration record.
