Kenneth
Hewitt
Consolidated Portfolio Review Corp
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About this Advisor
Kenneth Hewitt is a financial advisor working out of Woodbury, New York. Hewitt works at Consolidated Portfolio Review Corp. Over the course of their career, they have held roles at Hewitt Planning Services, Financial West Group and Western International Securities, Inc. Hewitt maintains a Series 63 license, certifying them as a securities broker, and is approved to serve investors in Texas. Consolidated Portfolio Review Corp is an advisory business headquartered in Woodbury, NY. The firm has offices in 16 locations and a total of 33 people on staff. It administers $738 million in total assets across its 3,377 accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,377 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets. The firm performs a broad range of services, including 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. Financial advisory fees typically are based on the services offered. Fees charged by Consolidated Portfolio Review Corp can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$738,280,955
33
3,377
$218,620
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
Kenneth Hewitt Work History
Kenneth has been registered as a financial advisor for 0 years.*
Western International Securities, Inc
Hewitt Planning Services
Financial West Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Hewitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consolidated Portfolio Review Corp
Woodbury, NY
Woodbury, NY
Danville, CA
Portland, OR
Woodbury, NY
Manhattan, KS
Woodbury, NY
Woodbury, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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