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Financial ADVSR advisor directory · SEC adviser records

Consolidated Portfolio Review Corp. financial advisors

Every SEC-registered investment adviser representative at Consolidated Portfolio Review Corp., by the state and city of the office they work from.

The short answer

61 registered advisors work at Consolidated Portfolio Review Corp., in 16 states and 26 cities; the most are in Woodbury, NY (33). 14 list the CFP designation and 48 are also registered broker representatives.

Search every Consolidated Portfolio Review Corp. advisor by name →Who joined and left Consolidated Portfolio Review Corp. →Consolidated Portfolio Review Corp.: assets, clients and custodians →

Cities with the most Consolidated Portfolio Review Corp. advisors

Woodbury, NY 33Nashua, NH 2Portland, OR 2Walnut Creek, CA 2Alexandria Bay, NY 1Caldwell, NJ 1Concord, CA 1Danville, CA 1Fishers, IN 1Henderson, NV 1Hermosa Beach, CA 1Hurricane, WV 1Incline Village, NV 1Irvine, CA 1Johnstown, PA 1Longmont, CO 1Lyme, CT 1Media, PA 1Palm Coast, FL 1Prescott Valley, AZ 1Quincy, MA 1Sandy, UT 1Santa Rosa, CA 1Seldovia, AK 1Waltham, MA 1Worcester, MA 1

Consolidated Portfolio Review Corp. advisors by state

Consolidated Portfolio Review Corp. in New York 34

Woodbury 33Alexandria Bay 1

Consolidated Portfolio Review Corp. in California 7

Walnut Creek 2Concord 1Danville 1Hermosa Beach 1Irvine 1Santa Rosa 1

Consolidated Portfolio Review Corp. in Massachusetts 3

Quincy 1Waltham 1Worcester 1

Consolidated Portfolio Review Corp. in New Hampshire 2

Nashua 2

Consolidated Portfolio Review Corp. in Nevada 2

Henderson 1Incline Village 1

Consolidated Portfolio Review Corp. in Oregon 2

Portland 2

Consolidated Portfolio Review Corp. in Pennsylvania 2

Johnstown 1Media 1

Consolidated Portfolio Review Corp. in Alaska 1

Seldovia 1

Consolidated Portfolio Review Corp. in Arizona 1

Prescott Valley 1

Consolidated Portfolio Review Corp. in Colorado 1

Longmont 1

Consolidated Portfolio Review Corp. in Connecticut 1

Lyme 1

Consolidated Portfolio Review Corp. in Florida 1

Palm Coast 1

Consolidated Portfolio Review Corp. in Indiana 1

Fishers 1

Consolidated Portfolio Review Corp. in New Jersey 1

Caldwell 1

Consolidated Portfolio Review Corp. in Utah 1

Sandy 1

Consolidated Portfolio Review Corp. in West Virginia 1

Hurricane 1

Questions

How many financial advisors does Consolidated Portfolio Review Corp. have?

61 investment adviser representatives are registered with Consolidated Portfolio Review Corp., according to the SEC's Investment Adviser Public Disclosure records, in 16 states and 26 cities. 14 list the CFP designation and 48 are also registered as broker representatives.

Where does Consolidated Portfolio Review Corp. have the most advisors?

Woodbury, NY, with 33 registered advisors, then Nashua, NH (2). By state, New York has the most, with 34.

How do I find a Consolidated Portfolio Review Corp. financial advisor near me?

Pick your state below, then your city, to see every Consolidated Portfolio Review Corp. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Consolidated Portfolio Review Corp. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →