AdvisorOS Directory
Claim Profile
MD

Monroe M Diefendorf

CONSOLIDATED PORTFOLIO REVIEW CORP·LOCUST VALLEY, New York
Unclaimed Profile
152 FOREST AVE, LOCUST VALLEY, NY 11560CRD# 805205Firm CRD# 112694
01

About

Monroe M Diefendorf 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CONSOLIDATED PORTFOLIO REVIEW CORP
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 805205
Firm CRD# 112694
No disclosures on file
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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Monroe M Diefendorf offer?
Monroe M Diefendorf specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LOCUST VALLEY, New York for a consultation.
What are Monroe M Diefendorf's credentials?
Monroe M Diefendorf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monroe M Diefendorf located?
Monroe M Diefendorf 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 Monroe M Diefendorf charge for services?
Monroe M Diefendorf'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 →
Other advisors in LOCUST VALLEY
Valentina Solomita — AMERICAN CENTURION FINANCIAL LLCScott Carter Black — AMERICAN CENTURION FINANCIAL LLCKenneth Kingsbury Dillenbeck — CONSOLIDATED PORTFOLIO REVIEW CORPAshley Howe — CONSOLIDATED PORTFOLIO REVIEW CORPJaime Alonso — HYBRID ENDOWMENT MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile