Robert Halbreiner, financial advisor Locust Valley NY
90 score

Robert Halbreiner

CRD Number: 6010623
Current Firm: Consolidated Portfolio Review Corp

Robert Halbreiner (CRD# 6010623) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sterling Monroe Securities, LLC Locust Valley, NY Jul 2014 - Current 2
Consolidated Portfolio Review Corp. Locust Valley, NY Jul 2014 - Current 2
Axa Advisors LLC New York, NY Feb 2012 - Jul 2014 2
U.s. Liability Group Wayne, PA Jun 2006 - Feb 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Robert D. Halbreiner
Phone Number: 516-759-3900
Firm Website:
Registered State(s):
  • NJ
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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