Jeffrey
Higgs
Consolidated Portfolio Review Corp
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About this Advisor
Jeffrey Higgs is a certified financial planner operating out of Woodbury, New York with 2 years of industry experience. Higgs is currently employed by Consolidated Portfolio Review Corp. Throughout their career, Higgs has worked at Consolidated Portfolio Review Corp, Sterling Monroe Securities, LLC and Vanderbilt Securities, LLC. Higgs has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New York and Rhode Island. Consolidated Portfolio Review Corp is an advisory firm that has its headquarters in Woodbury, NY. The firm has offices in 16 locations and a total of 33 advisors. It has $738 million in assets under management across its 3,377 customer accounts, making it one of the larger 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 greater than $1 million in assets. Consolidated Portfolio Review Corp performs a broad set 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. Financial advisory fees largely depend on which services the firm provides the client. However, fees billed by Consolidated Portfolio Review Corp most likely are comprised of any blend 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
Jeffrey Higgs Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Vanderbilt Securities, LLC
Consolidated Portfolio Review Corp
Sterling Monroe Securities, 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 Jeffrey Higgs 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
Portland, OR
Danville, CA
Woodbury, NY
Woodbury, NY
Manhattan, KS
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.
