Daniel Antenor, Jr, financial advisor Woodbury NY

Daniel Antenor, Jr

CRD Number: 5839052
Current Firm: Consolidated Portfolio Review Corp

Daniel Antenor, Jr (CRD# 5839052) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ark Global Woodbury, NY Jan 2023 - Current 1
Consolidated Portfolio Review Corp Woodbury, NY Sep 2020 - Current 3
Impactu.investments, LLC Woodbury, NY Mar 2020 - Current 4
Vanderbilt Securities, LLC Woodbury, NY Oct 2018 - Current 5
Vanderbilt Advisory Services Woodbury, NY Oct 2018 - Current 5
Mml Investors Services, LLC East Hills, NY Oct 2017 - Oct 2018 1
Insigneo Securities, LLC Miami, FL Sep 2017 - Sep 2017 < 1
Northeast Securities Mitchel Field, NY Aug 2010 - Sep 2017 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
S63 Uniform Securities State Law Examination Jun 2017
Contact Info for Daniel Antenor, Jr
Phone Number: 631-845-5100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    906
    MILLIONS
  • Total Number of Accounts
    3,966
    ACCOUNTS
  • Average Account Value
    $228,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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