Scott
Mrozek
Consolidated Portfolio Review Corp
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About this Advisor
Scott Mrozek is a financial advisor who works out of Henderson, Nevada with a total of 1 year of industry experience. Mrozek is currently employed by Consolidated Portfolio Review Corp. Mrozek has gained experience at Financial West Group, National One Tax Advisors, Western International Securities, Inc, Consolidated Portfolio Review and Vanderbilt Securities, LLC. Mrozek has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, Nevada and Texas. Consolidated Portfolio Review Corp is a business that has its headquarters 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 among its 3,377 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 3,377 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a diverse set 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. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types charged by Consolidated Portfolio Review Corp can include 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
Scott Mrozek Work History
Scott has been registered as a financial advisor for 1 years.*
Consolidated Portfolio Review
Vanderbilt Securities, LLC
National One Tax Advisors
Western International Securities, Inc
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 Scott Mrozek 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
Danville, CA
Manhattan, KS
Woodbury, NY
Woodbury, NY
Portland, OR
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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