Scott
Mrozek
Consolidated Portfolio Review Corp
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About this Advisor
Scott Mrozek is a financial advisor based in Henderson, Nevada, working with Consolidated Portfolio Review Corp. Scott has previously held positions at Financial West Group, National One Tax Advisors, Western International Securities, Inc, Vanderbilt Securities, LLC, and Consolidated Portfolio Review. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Nevada, and Texas. Currently, Scott is part of Consolidated Portfolio Review Corp, which operates out of Henderson, Nevada. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$905,610,357
833
3,966
$228,344
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
Vanderbilt Securities, LLC
Consolidated Portfolio Review
National One Tax Advisors
Western International Securities, Inc
Financial West Group
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.
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