Unclaimed Profile

Monroe M Diefendorf

CONSOLIDATED PORTFOLIO REVIEW CORP·LOCUST VALLEY, New York

SIE, Series 1, Series 7, Series 24, Series 51, Series 63, Series 99TOChFCClean record19 years registeredCONSOLIDATED PORTFOLIO REVIEW CORP

152 FOREST AVE, LOCUST VALLEY, NY 11560CRD# 805205Firm CRD# 112694

Profile Verification

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

Identity

Monroe M Diefendorf · LOCUST VALLEY, NY

Registration

CRD #805205 · CONSOLIDATED PORTFOLIO REVIEW CORP · 19 years registered

Brand Profile

Not yet started

Career History

VANDERBILT SECURITIES, LLC

Aug 2018 – present

CONSOLIDATED PORTFOLIO REVIEW CORP

Jan 2017 – present

STRUCTURED CAPITAL DESIGNS, INC.

Jan 2017 – Jul 2020

LOCUST VALLEY, NY

CONSOLIDATED PORTFOLIO REVIEW CORP

Nov 2006 – Dec 2016

LOCUST VALLEY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 51

Series 63

Series 99TO

Registration record

First registered · November 2, 2006

Years registered · 19

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 →

Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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