JH
CFP
JH
CFP

Jeffrey a Higgs

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jeffrey is involved in several business activities, including insurance sales, serving as a board member for Wolfeboro School, and working as an advisor/administrator for Consolidated Portfolio Review Corp. He also dedicates time to qualified plan administration, insurance products administration, and managing/overseeing administrative tasks for 3D Wealth Management Services, as well as property management for JCD Forest Avenue Realty, LLC.

Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
September 2018 - Present · 7 yrs 5 mos
Consolidated Portfolio Review CORP
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
3d Wealth RIA, LLC
June 2019 - July 2019 · 1 mo
Structured Capital Designs, INC.
July 2014 - July 2020 · 6 yrs
Consolidated Portfolio Review CORP
May 2010 - December 2016 · 6 yrs 7 mos
Sterling Monroe Securities, LLCBroker
January 2009 - October 2018 · 9 yrs 9 mos
State Registrations16 states
CAFLGAMAMDMINCNHNJNYPARISCSDVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.