Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp (CRD# 112694) is a financial advisory firm headquartered in Woodbury, NY. They manage $905,610,357 in 3,966 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    906
    MILLION
  • Total Number of Accounts
    3,966
    ACCOUNTS
  • Average Account Value
    $228,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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 11 - 20 of 26 top financial advisors.
11
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 39 years of experience in the finance industry.

12
Scott R. Mrozek
CRD#: 2410838
2298 W. Horizon Rd Pkwy Ste 106, Henderson, NV 89052

Scott Mrozek (CRD# 2410838) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Henderson, NV and has over 30 years of experience in the finance industry.

13
Christopher J. Natale
CRD#: 6039031
125 Froehlich Farm Blvd., Woodbury, NY 11797

Christopher Natale (CRD# 6039031) 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.

14
Thomas C. Palumbo
CRD#: 2150024
125 Froehlich Farm Blvd., Woodbury, NY 11797

Thomas Palumbo (CRD# 2150024) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 32 years of experience in the finance industry.

15
James B. Plummer
CRD#: 4634793
125 Froehlich Farm Blvd., Woodbury, NY 11797

James Plummer (CRD# 4634793) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 20 years of experience in the finance industry.

16
Michael W. Radakovich
CRD#: 1614254
3601 Sw Multnomah Blvd., Portland, OR 97219

Michael Radakovich (CRD# 1614254) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Portland, OR and has over 37 years of experience in the finance industry.

17
Trevor R. Randall
CRD#: 5802163
125 Froehlich Farm Blvd., Woodbury, NY 11797

Trevor Randall (CRD# 5802163) 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.

18
Christopher R. Sharry
CRD#: 6461503
51 Pullman Street, Worcester, MA 01606

Christopher Sharry (CRD# 6461503) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Worcester, MA and has over 9 years of experience in the finance industry.

19
Andrea Steiner
CRD#: 5620516
Incline Village, NV

Andrea Steiner (CRD# 5620516) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Incline Village, NV and has over 15 years of experience in the finance industry.

20
Polly M. Stoecklein
CRD#: 1041896
218 S 4th St, Manhattan, KS 66502

Polly Stoecklein (CRD# 1041896) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Manhattan, KS and has over 42 years of experience in the finance industry.

PREV ... 1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.