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).

Current Firm Details
125 Froehlich Farm Blvd., Woodbury, NY 11797
https://www.3dwealthadvisory.com
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 21 - 26 of 26 top financial advisors.
21
John Stoller, financial advisor Walnut Creek CA
John C. Stoller
CRD#: 3076649
190 North Wiget Lane, Suite 125, Walnut Creek, CA 94598

John Stoller (CRD# 3076649) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Walnut Creek, CA and has over 25 years of experience in the finance industry.

22
Joseph Trifiletti, financial advisor Woodbury NY
Joseph J. Trifiletti
CRD#: 5295897
125 Froehlich Farm Blvd., Woodbury, NY 11797

Joseph Trifiletti (CRD# 5295897) 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.

23
Thomas Turner, financial advisor Woodbury NY
Thomas O. Turner
CRD#: 1121299
125 Froehlich Farm Blvd., Woodbury, NY 11797

Thomas Turner (CRD# 1121299) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 41 years of experience in the finance industry.

24
Stephen Vallender, financial advisor Prescott Valley AZ
Stephen D. Vallender
CRD#: 4667608
8030 E. Spouse Dr, Ste A, Prescott Valley, AZ 86314

Stephen Vallender (CRD# 4667608) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Prescott Valley, AZ and has over 20 years of experience in the finance industry.

25
Daniel Bredow, financial advisor Woodbury NY
Daniel J. Bredow
CRD#: 6560783
125 Froehlich Farm Blvd., Woodbury, NY 11797

Daniel Bredow (CRD# 6560783) 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.

26
Matthew Rendell, financial advisor Woodbury NY
Matthew S. Rendell
CRD#: 6891676
125 Froehlich Farm Blvd., Woodbury, NY 11797

Matthew Rendell (CRD# 6891676) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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