Douglas
Geraghty
Consolidated Portfolio Review Corp
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About this Advisor
Douglas Geraghty is a certified financial planner working out of Woodbury, New York, with 1 year of relevant experience. Geraghty is an employee of Consolidated Portfolio Review Corp. Over the course of their career, they have held roles at Capital One Investments Services, LLC, Commonwealth Financial Network, Capital One Investing, LLC, Lpl Financial, LLC, Sterling National Bank, Vanderbilt Securities, LLC, Vanderbilt Advisory Services, Consolidated Portfolio Review, Impactu. Investments, LLC and Ark Global. Geraghty has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Consolidated Portfolio Review Corp is an advisory business that has its headquarters in Woodbury, NY. The company has offices in 16 locations and a total of 33 people on staff. It handles $738 million in assets under management between its 3,377 client accounts, placing it among the larger firms in the country by assets under management. Of its 3,377 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in investable assets. The company provides a broad assortment 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 typically depend on which service is offered. However, fee types billed by Consolidated Portfolio Review Corp most likely are comprised of some 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
Douglas Geraghty Work History
Douglas has been registered as a financial advisor for 1 years.*
Ark Global
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Consolidated Portfolio Review
Impactu. Investments, LLC
Lpl Financial, LLC
Sterling National Bank
Capital One Investing, LLC
Commonwealth Financial Network
Capital One Investments Services, LLC
*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 Douglas Geraghty 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
Manhattan, KS
Danville, CA
Woodbury, NY
Portland, OR
Woodbury, NY
Woodbury, NY
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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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.
