Stephen
Vallender
Consolidated Portfolio Review Corp
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About this Advisor
Stephen Vallender is a certified financial planner working in Prescott Valley, Arizona with a total of 1 year of industry experience. Vallender is on the advisory team at Consolidated Portfolio Review Corp. Throughout their career, Vallender has worked at Financial West Group, Pinnacle Taxx Advisors, Western International Securities, Inc, Vanderbilt Securities LLC and Consolidated Portfolio Review. Vallender holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Nevada and Texas. Consolidated Portfolio Review Corp is a financial advisory business operating out of Woodbury, NY. The firm has offices in 16 locations and a total of 33 employees. It controls $738 million in total assets between its 3,377 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 3,377 accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a number of services, such as 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. A financial advisor's fees typically vary depending on which services are offered. Fee types billed by Consolidated Portfolio Review Corp can include any combination 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
Stephen Vallender Work History
Stephen has been registered as a financial advisor for 1 years.*
Vanderbilt Securities LLC
Consolidated Portfolio Review
Western International Securities, Inc
Financial West Group
Pinnacle Taxx Advisors
*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 Stephen Vallender 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
Danville, CA
Woodbury, NY
Portland, OR
Woodbury, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
