Unclaimed Profile

Jennie Monroe Donovan

CONSOLIDATED PORTFOLIO REVIEW CORP·LOCUST VALLEY, New York

Clean recordCONSOLIDATED PORTFOLIO REVIEW CORP

152 FOREST AVE, LOCUST VALLEY, NY 11560CRD# 4425260Firm CRD# 112694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennie Monroe Donovan · LOCUST VALLEY, NY

Registration

CRD #4425260 · CONSOLIDATED PORTFOLIO REVIEW CORP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jennie Monroe Donovan is a registered financial advisor based in LOCUST VALLEY, New York, affiliated with CONSOLIDATED PORTFOLIO REVIEW CORP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Jennie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jennie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CONSOLIDATED PORTFOLIO REVIEW CORP

AUM

$906M

Regulatory assets under management

Employees

833

Total firm employees

View all advisors at CONSOLIDATED PORTFOLIO REVIEW CORP →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4425260

Firm CRD# 112694

View on FINRA BrokerCheck →

Looking for a financial advisor in LOCUST VALLEY?

Browse all registered financial advisors in LOCUST VALLEY, New York or claim this profile if it's yours.

Browse LOCUST VALLEY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jennie Monroe Donovan offer?

Jennie Monroe Donovan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LOCUST VALLEY, New York for a consultation.

What are Jennie Monroe Donovan's credentials?

Jennie Monroe Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennie Monroe Donovan located?

Jennie Monroe Donovan is based in LOCUST VALLEY, New York, working with CONSOLIDATED PORTFOLIO REVIEW CORP. Their office serves clients in the LOCUST VALLEY metropolitan area and surrounding communities.

How does Jennie Monroe Donovan charge for services?

Jennie Monroe Donovan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSOLIDATED PORTFOLIO REVIEW CORP?

CONSOLIDATED PORTFOLIO REVIEW CORP has approximately 833 employees and manages $906M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →