Unclaimed Profile

Whitney E Baran

CONSOLIDATED PORTFOLIO REVIEW CORP·LOCUST VALLEY, New York

Clean recordCONSOLIDATED PORTFOLIO REVIEW CORP

152 FOREST AVE, LOCUST VALLEY, NY 11560CRD# 4630833Firm CRD# 112694

Profile Verification

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

Identity

Whitney E Baran · LOCUST VALLEY, NY

Registration

CRD #4630833 · CONSOLIDATED PORTFOLIO REVIEW CORP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Whitney E Baran 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

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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# 4630833

Firm CRD# 112694

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Whitney E Baran offer?

Whitney E Baran specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LOCUST VALLEY, New York for a consultation.

What are Whitney E Baran's credentials?

Whitney E Baran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Whitney E Baran located?

Whitney E Baran 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 Whitney E Baran charge for services?

Whitney E Baran'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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