Wilkins Montgomery has been an investment adviser representative at Cornerstone Professional Advisor Services since May 2003, and is not listed among the firm’s executive officers or direct owners.
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.
Wilkins Montgomery is a Personal Financial Advisor of Cornerstone Professional Advisor Services, LLC. He is a practicing certified public accountant with Montgomery & Associates, PLLC, and has been a personal financial advisor since 2001.
- – present · 23 yearsJackson, MS · Adviser representative · Firm CRD 115122
Professional designations
Listed by Cornerstone Professional Advisor Services
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Wilkins Montgomery is registered as an investment adviser representative in Mississippi, since May 2003.
- MississippiSince 20 May 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Wilkins Henry Montgomery
- CRD
- 1236243
- Firm
- Cornerstone Professional Advisor Services · CRD 115122
- Office
- 860 EAST RIVER PLACE, SUITE 200, Jackson, MS 39202
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cpasllc.com
Where does Wilkins Montgomery work?
Wilkins Montgomery is an investment adviser representative registered through Cornerstone Professional Advisor Services, LLC since May 2003, and is not listed among the firm’s executive officers or direct owners.
Is Wilkins Montgomery a financial advisor?
Yes. Wilkins Montgomery has a current investment-adviser registration in Mississippi, through Cornerstone Professional Advisor Services since May 2003.
How many years of experience does Wilkins Montgomery have?
Wilkins Montgomery has 23 years in the financial industry, since May 2003, across 1 adviser firm.
What exams has Wilkins Montgomery passed?
Wilkins Montgomery passed the Series 65 in October 1999.
Where is Wilkins Montgomery based?
Wilkins Montgomery’s registered office is in Jackson, MS.
Is Wilkins Montgomery registered with FINRA?
No. Wilkins Montgomery has no current broker registration.
How can I verify Wilkins Montgomery’s record?
Search CRD 1236243 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wilkins Montgomery’s full registration record.
