Andrea
Steiner

Consolidated Portfolio Review Corp

CRD#5620516
Investment Advisor
in Incline Village, NV

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About this Advisor

Andrea Steiner is a financial advisor based out of Incline Village, Nevada with a total of 1 year of relevant experience. Steiner is an advisor for Consolidated Portfolio Review Corp. During their career, Steiner has held roles at Financial West Group, Western International Securities, Inc, Vanderbilt Securities, LLC and Consolidated Portfolio Review. Steiner maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Nevada and New York. Consolidated Portfolio Review Corp is a registered investment business based in Woodbury, NY. The company has offices in 16 locations and a total of 33 advisors. It oversees $738 million in assets among its 3,377 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 3,377 client accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets available to invest. Consolidated Portfolio Review Corp performs a wide assortment 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. Fees for financial management vary depending on which service is offered. However, fee types billed by Consolidated Portfolio Review Corp most likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Incline Village, NV

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Consolidated Portfolio Review Corp Brokerage Details

Total Assets Under Management

$738,280,955

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

33

NV Average: 88
Total Number of Accounts

3,377

NV Average: 3,892
Average Account Size

$218,620

NV 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

Andrea Steiner Work History

Andrea has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Vanderbilt Securities, LLC

2022 - Present (2 years)

Consolidated Portfolio Review

2017 - 2022 (5 years)

Western International Securities, Inc

2010 - 2017 (7 years)

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 Andrea Steiner 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

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