Daniel
Bredow
Consolidated Portfolio Review Corp
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About this Advisor
Daniel Bredow is a financial advisor working in Woodbury, New York with 1 year of relevant experience. Bredow currently works for Consolidated Portfolio Review Corp. Over the course of their career, Bredow has held roles at Farmingdale High School, American Portfolios Financial Services, Inc, Vanderbilt Securities, LLC, Vanderbilt Advisory Services and Consolidated Portfolio Review. Bredow has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Consolidated Portfolio Review Corp is an advisory company that has its headquarters in Woodbury, NY. The firm has offices in 16 locations and a total of 33 employees. It has $738 million in assets under management among its 3,377 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 3,377 customer accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a wide range 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 fee schedules largely are based on the services provided. However, fee types billed by Consolidated Portfolio Review Corp can consist of 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
Daniel Bredow Work History
Daniel has been registered as a financial advisor for 1 years.*
Consolidated Portfolio Review
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
American Portfolios Financial Services, Inc
American Portfolios Financial Services, Inc
Farmingdale High School
*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 Daniel Bredow 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
Woodbury, NY
Portland, OR
Woodbury, NY
Woodbury, NY
Danville, CA
Manhattan, KS
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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