Thomas
Palumbo
Consolidated Portfolio Review Corp
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About this Advisor
Thomas Palumbo is a chartered financial consultant who works out of Woodbury, New York with a total of 2 years of industry experience. Palumbo is currently employed by Consolidated Portfolio Review Corp. The advisor has gained experience at 3D Wealth Ria, LLC, Provident Mutual, Sterling Monroe Securities, LLC, Diefendorf Planning Services, Consolidated Portfolio Review, Corp and Vanderbilt Securities, LLC. Palumbo holds a Series 63 license, designating them as a securities broker, and is able to work in Alabama, New York and Texas. Consolidated Portfolio Review Corp is a registered investment company operating out of Woodbury, NY. The company has offices in 16 locations and a total of 33 financial advisors. It manages $738 million in assets among its 3,377 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 3,377 client accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company provides a number 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 largely are based on which services are offered. However, fees charged by Consolidated Portfolio Review Corp most likely include some 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
Thomas Palumbo Work History
Thomas has been registered as a financial advisor for 2 years.*
3D Wealth Ria, LLC
Vanderbilt Securities, LLC
Consolidated Portfolio Review, Corp
Diefendorf Planning Services
Provident Mutual
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 Thomas Palumbo 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
Woodbury, NY
Danville, CA
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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