Financial ADVSR advisor directory · SEC adviser records
Consolidated Portfolio Review Corp. financial advisors in Woodbury, NY
Every SEC-registered investment adviser representative at a Consolidated Portfolio Review Corp. office in Woodbury, A to Z.
The short answer
36 registered advisors work at Consolidated Portfolio Review Corp. in Woodbury, out of 61 at the firm nationwide; it ranks number 3 in the city by advisors. 8 list the CFP designation and 29 are also registered broker representatives.
Consolidated Portfolio Review Corp. advisors in Woodbury, A to Z
Every Consolidated Portfolio Review Corp. advisor →- Daniel Antenor, JrAlso a broker rep
- Thomas D. BaconAlso a broker rep
- Stefan A. BurkeAlso a broker rep
- Tiffany M. CarrionAlso a broker rep
- Lynn T. CravinhoAlso a broker rep
- Donald D. DaltonAlso a broker rep
- Michele J. DelsordoAlso a broker rep
- Monroe M. Diefendorf Jr.Chartered Financial Consultant · Also a broker rep
- Howard J. DouglasChartered Financial Consultant · Also a broker rep
- Lionel J. Edmonson IIICertified Financial Planner
- Robert W. Eldridge Jr.Also a broker rep
- Jeremiah R. GreenleafAlso a broker rep
- Robert D. HalbreinerAlso a broker rep
- Sandra L. Hay MagdalenoCertified Financial Planner · Also a broker rep
- Brett R. HendersonAlso a broker rep
- Kenneth P. Hewitt Sr.Also a broker rep
- John Higgins ViiCertified Financial Planner
- Jeffrey A. HiggsCertified Financial Planner · Also a broker rep
- Steven M. HoweAlso a broker rep
- Michael J. KileyAlso a broker rep
- Samantha J. LompadoInvestment adviser rep
- Gang LuAlso a broker rep
- Matthew MillerAlso a broker rep
- Christopher J. NataleAlso a broker rep
- Thomas C. PalumboChartered Financial Consultant · Also a broker rep
- Carli S. PiccolellaInvestment adviser rep
- Ralph S. PowellAlso a broker rep
- Trevor R. RandallCertified Financial Planner · Also a broker rep
- Matthew S. RendellCertified Financial Planner · Also a broker rep
- Bryan A. RichardsonInvestment adviser rep
- Quentin L. RobbAlso a broker rep
- Stanley B. Starr Jr.Also a broker rep
- Ian J. TollefsenCertified Financial Planner
- Joseph J. TrifilettiAlso a broker rep
- Thomas O. TurnerInvestment adviser rep
- Xiaoyong WangCertified Financial Planner · Also a broker rep
Consolidated Portfolio Review Corp. advisors in every city and state →Consolidated Portfolio Review Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Consolidated Portfolio Review Corp. advisors in other cities
Walnut Creek, CA 2Worcester, MA 2Alexandria Bay, NY 1Caldwell, NJ 1Concord, CA 1Danville, CA 1Greenville, SC 1Henderson, NV 1Incline Village, NV 1Johnstown, PA 1Longmont, CO 1Media, PA 1Milford, OH 1Nashua, NH 1Northwood,, OH 1
Other firms in Woodbury
All Woodbury advisors →Vanderbilt Advisory Services 83Wells Fargo Clearing Services, LLC 39MML Investors Services, LLC 28Raymond James & Associates, Inc. 7Maxim Financial Advisors LLC 6Cetera Investment Advisers LLC 5Fusion Family Wealth, LLC 5Trident Advisors LLC 4J.P. Morgan Securities LLC 3LPL Financial LLC 3
Questions
How many financial advisors does Consolidated Portfolio Review Corp. have in Woodbury?
36 investment adviser representatives are registered at Consolidated Portfolio Review Corp. offices in Woodbury, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 61 nationwide. 8 list the CFP designation and 29 are also registered as broker representatives.
Is Consolidated Portfolio Review Corp. one of the largest advisor employers in Woodbury?
Consolidated Portfolio Review Corp. ranks number 3 in Woodbury by registered advisors; Vanderbilt Advisory Services has the most, with 83.
How do I check a Consolidated Portfolio Review Corp. advisor in Woodbury?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.