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Consolidated Portfolio Review Corp. financial advisors in New York
Every SEC-registered investment adviser representative at a Consolidated Portfolio Review Corp. office in New York, by city and A to Z.
The short answer
34 registered advisors work at Consolidated Portfolio Review Corp. in New York, out of 61 nationwide; it's the firm's number 1 state by advisors, and the most are in Woodbury (36). 6 list the CFP designation and 27 are also registered broker representatives.
Consolidated Portfolio Review Corp. advisors by city in New York
Every firm in New York →Consolidated Portfolio Review Corp. advisors in New York, A to Z
Search by name →- Daniel Antenor, JrWoodbury
- Isabel C. ArbaizaWoodbury
- Thomas D. BaconWoodbury
- Alfred L. BoutietteWoodbury
- Tiffany M. CarrionWoodbury
- Gino N. ChiappettaWoodbury · Certified Financial Planner
- Donald D. DaltonWoodbury
- Michele J. DelsordoWoodbury
- Monroe M. Diefendorf Jr.Woodbury · Chartered Financial Consultant
- Howard J. DouglasWoodbury · Chartered Financial Consultant
- Lionel J. Edmonson IIIWoodbury · Certified Financial Planner
- Robert W. Eldridge Jr.Woodbury
- Robert D. HalbreinerWoodbury
- Kenneth P. Hewitt Sr.Woodbury
- Jeffrey A. HiggsWoodbury · Certified Financial Planner
- Steven M. HoweWoodbury
- Samantha J. LompadoWoodbury
- Gang LuWoodbury
- Matthew MillerWoodbury
- Christopher J. NataleWoodbury
- Thomas C. PalumboWoodbury · Chartered Financial Consultant
- Carli S. PiccolellaWoodbury
- Ralph S. PowellWoodbury
- Trevor R. RandallWoodbury · Certified Financial Planner
- Matthew S. RendellWoodbury · Certified Financial Planner
- Bryan A. RichardsonWoodbury
- Quentin L. RobbWoodbury
- Kristin SanguinoWoodbury
- Stanley B. Starr Jr.Woodbury
- Joseph J. TrifilettiWoodbury
- Thomas O. TurnerWoodbury
- Cary E. UrichWoodbury
- Xiaoyong WangWoodbury · Certified Financial Planner
- Steven G. YazellAlexandria Bay
Consolidated Portfolio Review Corp. advisors in every state →Consolidated Portfolio Review Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Consolidated Portfolio Review Corp. in other states
Questions
How many Consolidated Portfolio Review Corp. financial advisors are in New York?
34 investment adviser representatives are registered at Consolidated Portfolio Review Corp. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 61 at the firm nationwide. 6 list the CFP designation and 27 are also registered as broker representatives.
Where in New York does Consolidated Portfolio Review Corp. have the most advisors?
Woodbury, with 36, then Alexandria Bay (1). Consolidated Portfolio Review Corp. has advisors in 2 cities in New York.
How do I check a Consolidated Portfolio Review Corp. advisor in New York?
Each advisor below 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. Advisors are listed at the city of the Consolidated Portfolio Review Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.