David
Lau
Consolidated Portfolio Review Corp
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About this Advisor
David Lau is a financial advisor based in Santa Rosa, California, working with Consolidated Portfolio Review Corp. David has previously held positions at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Gladstone Wealth Partners, and Consolidated Portfolio Review Corp. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, David is part of Consolidated Portfolio Review Corp, which operates out of Santa Rosa, California. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$905,610,357
833
3,966
$228,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Lau Work History
Consolidated Portfolio Review Corp
Gladstone Wealth Partners
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Disclosures
Please visit the SEC profile of David Lau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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