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Priscilla More

CONSOLIDATED PORTFOLIO REVIEW CORP·WOODBURY, New York
Unclaimed Profile
125 FROEHLICH FARM BLVD., WOODBURY, NY 11797CRD# 2960159Firm CRD# 112694
01

About

Priscilla More is a registered financial advisor based in WOODBURY, 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2960159
Firm CRD# 112694
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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