Consolidated Portfolio Review Corp

Financial planning in Woodbury, NY

SEC registeredNo commissions reported

Call (631) 845-5100 Send a message Map ↗

Public-record details

Address: 125 Froehlich Farm Blvd., Woodbury, NY 11797
Phone: (631) 845-5100
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 112694
Registration: SEC registered since 1991-12-02
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $1.6 billion
Accounts managed: 6,228
Clients reported (Form ADV 5.D): 6,228
Individual / high-net-worth clients: 5,894 / 293
Employees: 56
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-01

SEC registered investment adviser, CRD 112694, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 112694 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Woodbury

Fusion Family Wealth, LLC88 Froehlich Farm Boulevard, Suite 401 · Woodbury, NY 11797 · (516) 206-1320 · Financial planningCRD 168254 · % of assets, Other · $1.4 billion AUMSEC registeredNo commissions reported Spielberger & Brooks, INC.7600 Jericho Turnpike, Suite 305 · Woodbury, NY 11797 · (516) 433-3100 · Financial planningCRD 147197 · % of assets, Performance-based fees · $473.8 million AUMSEC registeredNo commissions reported Trident Advisors LLC181 Crossways Park Drive · Woodbury, NY 11797 · (516) 681-9100 · Financial planningCRD 145231 · % of assets, Other · $15.8 million AUMState registeredNo commissions reported Vanderbilt Advisory Services125 Froehlich Farm Blvd. · Woodbury, NY 11797 · (631) 845-5100 · Financial planningCRD 116537 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported Veneroso Wealth Management1000 Woodbury Rd Suite 404 · Woodbury, NY 11797 · (631) 559-7713 · Financial planningCRD 342014 · % of assets, Hourly charges, Fixed fees · $298.8 million AUMSEC registeredNo commissions reported

All 6 in Woodbury →