Monroe Diefendorf (CRD# 805205) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 39 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Securities, LLC | Woodbury, NY | Aug 2018 - Current | 5 |
| Consolidated Portfolio Review Corp. | Locust Valley, NY | Dec 2002 - Current | 21 |
| Structured Capital Designs, Inc. | Locust Valley, NY | Dec 2002 - Jul 2020 | 17 |
| Sterling Monroe Securities, LLC | Locust Valley, NY | Apr 2002 - Jul 2020 | 18 |
| Provident Mutual Life Ins. Company | Phila, PA | Jul 1989 - Jul 2020 | 31 |
| Retirement Planning & Administration Inc. | Locust Valley, NY | May 1981 - Jul 2020 | 39 |
| Diefendorf Planning Services, Ltd | Locust Valley, NY | Dec 1977 - Jul 2020 | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
- NY
- TX
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Total Assets Under Management906MILLIONS
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Total Number of Accounts3,966ACCOUNTS
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Average Account Value$228,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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