Robert HalbreinerCRD 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 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|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|
Total Assets Under Management174MILLIONS
Total Number of Accounts872ACCOUNTS
Average Account Value$199,048
- A percentage of assets under your management
- 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)
CA, CT, FL, GA, MD, NC, NH, NJ, NY, PA, SC, SD, TX, VA
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