Michael
Radakovich
Consolidated Portfolio Review Corp
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About this Advisor
Michael Radakovich is a certified financial planner and chartered financial consultant operating out of Portland, Oregon who has 3 years of relevant experience. Radakovich currently works for Consolidated Portfolio Review Corp. The advisor has gained experience at Kms Financial Services, Inc, Vanderbilt Securities, LLC and Consolidated Portfolio Review Corp. Radakovich holds a Series 63 license, designating them as a securities broker, and is able to serve investors in Oregon. Consolidated Portfolio Review Corp is a financial advisory business headquartered in Woodbury, NY. The company has offices in 16 locations and a total of 33 advisors. It manages $738 million in assets between its 3,377 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,377 accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets. The firm performs a diverse range 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 typically depend on the type of financial services provided. Fees billed by Consolidated Portfolio Review Corp most likely include 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
Michael Radakovich Work History
Michael has been registered as a financial advisor for 3 years.*
Vanderbilt Securities, LLC
Consolidated Portfolio Review Corp
Kms Financial Services, Inc
*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 Michael Radakovich 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
Manhattan, KS
Woodbury, NY
Danville, CA
Woodbury, NY
Woodbury, NY
Portland, OR
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.
