TrueAdvisor
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DJ
DJ

Daniel Antenor, JR

Consolidated Portfolio Review CORP
13 Years of Experience
Broker
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
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ark Global, LLCBroker
January 2023 - Present · 3 yrs 1 mo
Consolidated Portfolio Review CORP
September 2020 - Present · 5 yrs 5 mos
Impactu.investments, LLCBroker
March 2020 - Present · 5 yrs 11 mos
Vanderbilt Securities, LLCBroker
October 2018 - Present · 7 yrs 4 mos
Vanderbilt Advisory Services
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
February 2018 - October 2018 · 8 mos
MML Investors Services, LLCBroker
October 2017 - October 2018 · 1 yr
Insigneo Securities, LLCBroker
September 2017 - September 2017 · 0 mos
Northeast Securities, INC.Broker
February 2012 - October 2017 · 5 yrs 8 mos
State Registrations5 states
CAFLNENYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.