CONSOLIDATED PORTFOLIO REVIEW CORP of WOODBURY, NY is an SEC-registered investment adviser (CRD 112694). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
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 | — |
Showing 15 of 36 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| LOCUST VALLEY | NY | 5 | 516-759-3900 |
| IRVINE | CA | 5 | 949-553-0313 |
| CALDWELL | NJ | 3 | 908-256-0147 |
| WORCESTER | MA | 3 | 508-244-4393 |
| NASHUA | NH | 2 | 6033054882 |
| LONGMONT | CO | 2 | 3037726324 |
| WALNUT CREEK | CA | 2 | (925) 927-5301 |
| HENDERSON | NV | 2 | 702-966-3558 |
| MILFORD | OH | 1 | 5134539000 |
| CONCORD | CA | 1 | 9254124111 |
| CINCINNATI | OH | 1 | 5138847055 |
| HOWELL | MI | 1 | 810-224-2008 |
| JERICHO | NY | 1 | 917-678-2077 |
| CINCINNATI | OH | 1 | 513-884-7055 |
| SOUTH JORDAN | UT | 1 | 801-821-1723 |