TrueAdvisor
TrueAdvisor
GC
CFP
GC
CFP

Gino Nick Chiappetta

Consolidated Portfolio Review CORP
34 Years of Experience
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Consolidated Portfolio Review CORP
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,821 clients
Average Client Portfolio
$269K average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2010
Settled
Regulatory
November 2008
Final
Employment Separation After Allegations
July 2007
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gino is the President of CH Asset Management, running payroll for one employee, and President of Chiappetta Financial Group LLC, running a fee-based asset management business. Gino is also a realtor and an independent agent selling life insurance, fixed annuities, long-term care, health, and other non-investment related products, dedicating a few hours per week to insurance sales.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
October 2024 - Present · 1 yr 4 mos
Vanderbilt Securities, LLCBroker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Western International Securities
November 2009 - October 2024 · 14 yrs 11 mos
Western International Securities, INC.Broker
July 2007 - October 2024 · 17 yrs 3 mos
Commonwealth Financial Network
January 2005 - July 2007 · 2 yrs 6 mos
Commonwealth Financial NetworkBroker
January 2005 - July 2007 · 2 yrs 6 mos
Banc One Securities Corporation
October 2004 - January 2005 · 3 mos
Banc One Securities CorporationBroker
October 2004 - January 2005 · 3 mos
Charles Schwab & CO., INC.Broker
March 2002 - September 2004 · 2 yrs 6 mos
Charles Schwab & CO., INC.
June 2000 - September 2004 · 4 yrs 3 mos
Fsc Securities CorporationBroker
August 1997 - February 2002 · 4 yrs 6 mos
American Express Financial Advisors INC.Broker
January 1991 - August 1997 · 6 yrs 7 mos
Ids Life Insurance CompanyBroker
January 1991 - August 1997 · 6 yrs 7 mos
State Registrations7 states
CAFLMIMOOHPAUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.