Ivory
Johnson

Consolidated Portfolio Review Corp

CRD#2032636
Investment Advisor
in Woodbury, NY

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About this Advisor

Ivory Johnson is a certified financial planner and chartered financial consultant who works out of Woodbury, New York who has 2 years of relevant experience. Johnson is on the advisory team at Consolidated Portfolio Review Corp. Their career trajectory has included roles at Lpl Financial LLC, Independent Financial Partners, Ifp Securities, LLC, Vanderbilt Securities, LLC and Consolidated Portfolio Review Corp. Johnson has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in District Of Columbia and Texas. Consolidated Portfolio Review Corp is a financial advisory firm headquartered in Woodbury, NY. It has offices in 16 locations and a total of 33 employees. It oversees $738 million in assets among its 3,377 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,377 accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides 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. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Consolidated Portfolio Review Corp likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

125 Froehlich Farm Blvd.
Woodbury, NY 11797

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Consolidated Portfolio Review Corp Brokerage Details

Total Assets Under Management

$738,280,955

NY Average: $7,464,549,021
Total Number of Employees

33

NY Average: 88
Total Number of Accounts

3,377

NY Average: 3,892
Average Account Size

$218,620

NY Average: $1,917,921

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

Ivory Johnson Work History

Ivory has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Vanderbilt Securities, LLC

2021 - Present (3 years)

Consolidated Portfolio Review Corp

2019 - 2021 (2 years)

Ifp Securities, LLC

2012 - 2019 (7 years)

Lpl Financial LLC

2012 - 2021 (9 years)

Independent Financial Partners

*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 Ivory Johnson 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

Polly Stoecklein
Manhattan, KS
Douglas Geraghty
Woodbury, NY
Robert Halbreiner
Woodbury, NY
Michael Radakovich
Portland, OR
William Fisher
Danville, CA
Christopher Natale
Woodbury, NY
Ivory Johnson
Woodbury, NY
Matthew Rendell
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.

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