Robert
Halbreiner
Consolidated Portfolio Review Corp
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About this Advisor
Robert Halbreiner is a financial advisor based out of Woodbury, New York, with a total of 2 years of relevant experience. Halbreiner works at Consolidated Portfolio Review Corp. Their career trajectory has included roles at Axa Advisors LLC, Sterling Monroe Securities, LLC, Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC and 3D Wealth Ria, LLC. Halbreiner holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York and Texas. Consolidated Portfolio Review Corp is a business based out of Woodbury, NY. The firm has offices in 16 locations and a total of 33 employees. It controls $738 million in assets across its 3,377 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 3,377 accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. Consolidated Portfolio Review Corp performs a number 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. Fees charged by financial advisors largely vary depending on the services. However, fees charged by Consolidated Portfolio Review Corp likely include 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
Robert Halbreiner Work History
Robert has been registered as a financial advisor for 2 years.*
Vanderbilt Securities, LLC
Consolidated Portfolio Review Corp
3D Wealth Ria, LLC
Sterling Monroe Securities, LLC
Axa Advisors 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 Robert Halbreiner 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
Woodbury, NY
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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