Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp (CRD# 112694) is a financial advisory firm headquartered in Locust Valley, NY. They manage $173,570,000 in 872 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $199,048
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CT, FL, GA, MD, NC, NH, NJ, NY, PA, SC, SD, TX, VA

Financial Advisors at Consolidated Portfolio Review Corp
Showing 1 - 10 of 11 top financial advisors.
1
Monroe M. Diefendorf
CRD#: 805205
152 Forest Ave, Locust Valley, NY 11560
96
Wealthminder
score

Monroe Diefendorf (CRD# 805205) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 32 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.

2
Jeffrey A. Higgs
CRD#: 5626520
152 Forest Ave, Locust Valley, NY 11560
96
Wealthminder
score

Jeffrey Higgs (CRD# 5626520) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 7 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.

3
Thomas C. Palumbo
CRD#: 2150024
152 Forest Ave, Locust Valley, NY 11560
96
Wealthminder
score

Thomas Palumbo (CRD# 2150024) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 25 years of experience in the finance industry.

4
Steven M. Howe
CRD#: 5088131
152 Forest Ave, Locust Valley, NY 11560
93
Wealthminder
score

Steven Howe (CRD# 5088131) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 10 years of experience in the finance industry.

5
Alexander D. Karavousanos
CRD#: 2427161
152 Forest Ave, Locust Valley, NY 11560
93
Wealthminder
score

Alexander Karavousanos (CRD# 2427161) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 22 years of experience in the finance industry.

6
Brett D. Stanton
CRD#: 2721237
152 Forest Ave, Locust Valley, NY 11560
93
Wealthminder
score

Brett Stanton (CRD# 2721237) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 16 years of experience in the finance industry.

7
Christopher P. Dundon
CRD#: 3254048
152 Forest Ave, Locust Valley, NY 11560
90
Wealthminder
score

Christopher Dundon (CRD# 3254048) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 4 years of experience in the finance industry.

8
Robert D. Halbreiner
CRD#: 6010623
152 Forest Ave, Locust Valley, NY 11560
90
Wealthminder
score

Robert Halbreiner (CRD# 6010623) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 4 years of experience in the finance industry.

9
Patrick F. Chau
CRD#: 6225026
152 Forest Ave, Locust Valley, NY 11560
89
Wealthminder
score

Patrick Chau (CRD# 6225026) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 3 years of experience in the finance industry.

10
Christopher J. Natale
CRD#: 6039031
152 Forest Ave, Locust Valley, NY 11560
87
Wealthminder
score

Christopher Natale (CRD# 6039031) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has 1 year of experience in the finance industry.

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