Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp (CRD# 112694) is a financial advisory firm headquartered in Woodbury, NY. They manage $601,513,554 in 1,753 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    602
    MILLION
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $343,134
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 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
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, 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

Financial Advisors at Consolidated Portfolio Review Corp
Showing 1 - 10 of 18 top financial advisors.
1
Daniel Antenor, Jr
CRD#: 5839052
125 Froehlich Farm Blvd., Woodbury, NY 11797

Daniel Antenor, Jr (CRD# 5839052) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 4 years of experience in the finance industry.

2
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 37 years of experience in the finance industry.

3
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 30 years of experience in the finance industry.

4
Douglas P. Geraghty
CRD#: 6106821
125 Froehlich Farm Blvd., Woodbury, NY 11797

Douglas Geraghty (CRD# 6106821) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 9 years of experience in the finance industry. Douglas Geraghty 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
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 21 years of experience in the finance industry.

6
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 10 years of experience in the finance industry.

7
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 13 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.

8
Steven M. Howe
CRD#: 5088131
125 Froehlich Farm Blvd., Woodbury, NY 11797

Steven Howe (CRD# 5088131) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 16 years of experience in the finance industry.

9
Ivory J. Johnson
CRD#: 2032636
125 Froehlich Farm Blvd., Woodbury, NY 11797

Ivory Johnson (CRD# 2032636) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 31 years of experience in the finance industry. Ivory Johnson 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.

10
Melanie R. Levin
CRD#: 6910242
190 North Wiget Lane, Suite 125, Walnut Creek, CA 94598

Melanie Levin (CRD# 6910242) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Walnut Creek, CA and has over 3 years of experience in the finance industry.

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