Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp (CRD# 112694) is a financial advisory firm headquartered in Woodbury, NY. They manage $185,516,192 in 1,229 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $150,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, FL, GA, HI, KY, MA, MD, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, WA

Financial Advisors at Consolidated Portfolio Review Corp
Showing 1 - 10 of 17 top financial advisors.
1
Daniel Antenor
CRD#: 5839052
125 Froehlich Farm Blvd., Woodbury, NY 11797

Daniel Antenor (CRD# 5839052) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 3 years of experience in the finance industry.

2
Shawn T. Barberis
CRD#: 4374964
Baltimore, MD

Shawn Barberis (CRD# 4374964) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Baltimore, MD and has over 19 years of experience in the finance industry.

3
Hillary E. Brevig
CRD#: 7014848
3601 Sw Multnomah Blvd., Portland, OR 97219

Hillary Brevig (CRD# 7014848) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Portland, OR and has 1 year of experience in the finance industry.

4
Monroe M. Diefendorf
CRD#: 805205
125 Froehlich Farm Blvd., Woodbury, NY 11797

Monroe Diefendorf (CRD# 805205) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 36 years of experience in the finance industry. Monroe Diefendorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William L. Fisher
CRD#: 2016724
Danville, CA

William Fisher (CRD# 2016724) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Danville, CA and has over 28 years of experience in the finance industry.

6
Jason T. Greenwood
CRD#: 4215846
2570 N. First St., 2nd Floor, San Jose, CA 95131

Jason Greenwood (CRD# 4215846) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in San Jose, CA and has over 20 years of experience in the finance industry.

7
Robert D. Halbreiner
CRD#: 6010623
125 Froehlich Farm Blvd., Woodbury, NY 11797

Robert Halbreiner (CRD# 6010623) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 8 years of experience in the finance industry.

8
Jeffrey A. Higgs
CRD#: 5626520
125 Froehlich Farm Blvd., Woodbury, NY 11797

Jeffrey Higgs (CRD# 5626520) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 11 years of experience in the finance industry. Jeffrey Higgs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Melanie R. Levin
CRD#: 6910242
125 Froehlich Farm Blvd., Woodbury, NY 11797

Melanie Levin (CRD# 6910242) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has 1 year of experience in the finance industry.

10
Kenneth N. Martinson
CRD#: 1271344
190 N. Wiget Lane, Suite 125, Walnut Creek, CA 94598

Kenneth Martinson (CRD# 1271344) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Walnut Creek, CA and has over 36 years of experience in the finance industry.

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