# CONSOLIDATED PORTFOLIO REVIEW CORP

CONSOLIDATED PORTFOLIO REVIEW CORP of WOODBURY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 112694
- Type: SEC-registered investment adviser
- SEC file number: 801-38795
- Location: 125 FROEHLICH FARM BLVD., WOODBURY, NY, 11797
- Phone: 631-845-5100
- Latest filing: 2026-06-01
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $12.5M
- Clients: 56
- Accounts: 6,228

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| Stephen Alfred Distante | CEO | — |
| Jr Daniel Antenor | CHIEF OPERATIONS OFFICER | — |
| Joseph John Trifiletti | PRESIDENT | — |
| Megan Lynn Plapp | CHIEF FINANCIAL OFFICER | — |
| Michelle Denise Thomas | CHIEF COMPLIANCE OFFICER | — |
| Steven Matthew Howe | DIRECTOR OF BUSINESS DEVELOPMENT | — |
| MURPHY TERRENCE JAMES | AML OFFICER, OPTIONS PRINCIPAL, MUNICPAL PRINCIPAL | — |
| DILLENBECK KENNETH | VICE PRESIDENT | — |
| DIEFENDORF MONROE M | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DIEFENDORF WHITNEY E | SHAREHOLDER | — |
| DIEFENDORF EMILY | SHAREHOLDER | — |
| HOWE ASHLEY | SHAREHOLDER | — |
| DIEFENDORF JENNIE MONROE | SHAREHOLDER | — |
| WONG WILLIAM | VICE PRESIDENT | — |
| DILLENBECK KENNETH KINGSBURY | VICE PRESIDENT | — |
| DIEFENDORF MONROE MECHLING | PRESIDENT | — |
| DIEFENDORF ASHLEY | SHAREHOLDER | — |
| DISTANTE STEPHEN ALFRED | CEO | — |
| BARAN WHITNEY E | SHAREHOLDER | — |
| HIGGS EMILY | SHAREHOLDER | — |
| DONOVAN JENNIE MONROE | SHAREHOLDER | — |
| TRIFILETTI JOSEPH JOHN | PRESIDENT | — |
| PLAPP MEGAN LYNN | CHIEF FINANCIAL OFFICER | — |
| HOWE STEVEN MATTHEW | CHIEF COMPLIANCE OFFICER; DIRECTOR OF BUSINESS DEVELOPMENT; DIRECTOR OF OPERATIONS | — |
| Antenor Daniel | ADVISORY MANAGER; CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112694/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112694/similar
- Related entities: https://search.stillhousedata.com/firm/112694/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112694

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.