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Kenneth Kingsbury Dillenbeck

CONSOLIDATED PORTFOLIO REVIEW CORP·LOCUST VALLEY, New York
SIE, Series 7, Series 28, Series 63ChFCClean recordCONSOLIDATED PORTFOLIO REVIEW CORP
152 FOREST AVE, LOCUST VALLEY, NY 11560CRD# 4516858Firm CRD# 112694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Kingsbury Dillenbeck · LOCUST VALLEY, NY
Registration
CRD #4516858 · CONSOLIDATED PORTFOLIO REVIEW CORP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 28
Series 63
Registration record
Professional designation · ChFC
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CONSOLIDATED PORTFOLIO REVIEW CORP
CRD 112694 · SEC 801-38795
AUM
$906M
Regulatory assets under management
Employees
833
3,966 client accounts
Services offered by CONSOLIDATED PORTFOLIO REVIEW CORP
Per Form ADV
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
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CONSOLIDATED PORTFOLIO REVIEW CORP →
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04

Frequently Asked Questions

What services does Kenneth Kingsbury Dillenbeck offer?
Kenneth Kingsbury Dillenbeck specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LOCUST VALLEY, New York for a consultation.
What are Kenneth Kingsbury Dillenbeck's credentials?
Kenneth Kingsbury Dillenbeck holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kenneth Kingsbury Dillenbeck located?
Kenneth Kingsbury Dillenbeck 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 Kenneth Kingsbury Dillenbeck charge for services?
Kenneth Kingsbury Dillenbeck'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.
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Other Advisors at CONSOLIDATED PORTFOLIO REVIEW CORP

Priscilla More
WOODBURY, NY
Monroe M Diefendorf
LOCUST VALLEY, NY
ChFC
Thomas James Murphy
WOODBURY, NY

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