Steven
Howe
Consolidated Portfolio Review Corp
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About this Advisor
Steven Howe is a financial advisor working in Woodbury, New York with 2 years of relevant experience. Howe is an employee of Consolidated Portfolio Review Corp. Howe has gained experience at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, Vanderbilt Advisory Services, Gm Advisory Group, Inc and Sterling Monroe Securities, LLC. Howe holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Consolidated Portfolio Review Corp is a company based in Woodbury, NY. It has offices in 16 locations and a total of 33 advisors. It oversees $738 million in total assets between its 3,377 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 3,377 accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company has a wide set 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. Fees for financial advice depend on the type of financial services offered. However, fee types charged 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
Steven Howe Work History
Steven has been registered as a financial advisor for 2 years.*
Vanderbilt Advisory Services
Vanderbilt Securities, LLC
Consolidated Portfolio Review Corp
Gm Advisory Group, Inc
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
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 Steven Howe 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
Danville, CA
Woodbury, NY
Portland, OR
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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