AdvisorOS Directory
Claim Profile
Unclaimed Profile
PM

Priscilla More

CONSOLIDATED PORTFOLIO REVIEW CORP·WOODBURY, New York
SIE, Series 7, Series 24, Series 63Clean recordCONSOLIDATED PORTFOLIO REVIEW CORP
125 FROEHLICH FARM BLVD., WOODBURY, NY 11797CRD# 2960159Firm CRD# 112694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Priscilla More · WOODBURY, NY
Registration
CRD #2960159 · CONSOLIDATED PORTFOLIO REVIEW CORP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
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 →
Introduction

Speak with Priscilla

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

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

Looking for a financial advisor in WOODBURY?

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

Browse WOODBURY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Priscilla More offer?
Priscilla More specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WOODBURY, New York for a consultation.
What are Priscilla More's credentials?
Priscilla More is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Priscilla More located?
Priscilla More is based in WOODBURY, New York, working with CONSOLIDATED PORTFOLIO REVIEW CORP. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Priscilla More charge for services?
Priscilla More'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 at CONSOLIDATED PORTFOLIO REVIEW CORP

Monroe M Diefendorf
LOCUST VALLEY, NY
ChFC
Kenneth Kingsbury Dillenbeck
LOCUST VALLEY, NY
ChFC
Thomas James Murphy
WOODBURY, NY

More Advisors in WOODBURY, New York

Stephen Alfred Distante
PFG INVESTMENTS, LLC·WOODBURY, NY
Barry Alan Champney
PFG INVESTMENTS, LLC·WOODBURY, NY
Frank S Marano
PFG INVESTMENTS, LLC·WOODBURY, NY
Michelle Denise Thomas
PFG INVESTMENTS, LLC·WOODBURY, NY
Richard Burt Feinberg
PFG INVESTMENTS, LLC·WOODBURY, NY
Darlene Teresa Spinek
PFG INVESTMENTS, LLC·WOODBURY, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile