Steven Howe (CRD# 5088131) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 17 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 Advisory Services | Woodbury, NY | Nov 2021 - Current | 2 |
| Vanderbilt Securities, LLC | Woodbury, NY | Nov 2021 - Current | 2 |
| Consolidated Portfolio Review Corp | Woodbury, NY | Nov 2021 - Current | 2 |
| Gm Advisory Group, Inc. | Melville, NY | Mar 2021 - Oct 2021 | < 1 |
| Vanderbilt Securities, LLC | Woodbury, NY | Mar 2018 - Mar 2021 | 3 |
| Vanderbilt Advisory Services | Woodbury, NY | Mar 2018 - Mar 2021 | 3 |
| Consolidated Portfolio Review Corp | Locust Valley, NY | May 2005 - Mar 2018 | 12 |
| Sterling Monroe Securities, LLC | Locust Valley, NY | May 2005 - Mar 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- NY
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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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