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Steven George Yazell

Advisor at Consolidated Portfolio Review Corp — Alexandria Bay, NY

Updated today

Credentials

Series 63, Series 66

Experience

33 years

Location

Alexandria Bay, NY

Consolidated Portfolio Review Corp logo

Consolidated Portfolio Review Corp

Multi-team

Total advisors

67

Across 47 offices

Clients per advisor

92 High

Avg AUM per client

$255,274 Very Low

HNW client ratio

5% Very Low

About

Steven Yazell is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ibn Financial Services, Inc. for 21 years. Outside of finance, Yazell is involved in music performance, recording sales, and publishing. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities.

Client services

Based on Consolidated Portfolio Review Corp

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Consolidated Portfolio Review Corp

Active portfolio management Wealth management

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Fee options

Fixed

Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.

Percentage

$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%

Project-based

Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.

Other

Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.

Location

See office

Alexandria Bay, NY

Alexandria Bay NY

Advisors at this office

1

Most active in

New York · Texas

Work history

33 years of industry experience

Consolidated Portfolio Review Corp

2025 - Present • 1 year

Woodbury, NY

Vanderbilt Securities, LLC

2025 - Present • 1 year

Woodbury, NY

Cambridge Investment Research Advisors, Inc.

2025 - 2025 • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2025 - 2025 • 1 year

Fairfield, IA

Ibn Financial Services, Inc

2004 - 2025 • 21 years

Liverpool, NY

Sentra Securities Corporation

2003 - 2004 • 1 year

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael P

Series 66

Clayton, NY

Commonwealth Financial Network

Michael Pavlot is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ford, English Financial Group, LLC and Commonwealth Financial Network since 2003. Outside of his advisory role, he serves as a basketball official with the International Association of Approved Basketball Officials and is a member of the Board of Assessment Review for the Town of Clayton. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers its advisors access to discretionary model portfolios and various program structures while serving as a back-office and platform provider.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Elwyn V

Series 63

Redwood, NY

Mass Mutual Investors Services

Elwyn Voss is a financial advisor at Mass Mutual Investors Services with 52 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017 and MassMutual since 2015. Outside of his advisory role, he is an independent insurance agent with interests in dental, group disability income, fixed annuities, life and health insurance products, and is involved in the life settlement business through Ashar Group, LLC. He is also a member of G2 LLC, an entity managing operating expenses and client relationships. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, annual planning engagements supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jonathan K

Series 66

Ti Park, NY

UBS Financial Services

Jonathan Kendall is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at NEXTERNA since 2000 and is currently affiliated with UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans according to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ryan P

Series 66

Clayton, NY

LPL Enterprise

Ryan Pyland is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience working with Nascentia Health, RP Consulting, Syracuse University, and Solvay Bank. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers along with financial planning and consulting services.

Tax-loss harvesting
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Michael D

Series 63, Series 65

Alexandria Bay, NY

Mass Mutual Investors Services

Michael Dipaulo is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with MML Investor Services and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he owns and manages MJ Haulers, a clean-out and hauling business, and is involved with DBX Financial LLC, which operates in health and group insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that incorporate firm-approved tools for analysis and written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Eileen P

Series 66

Thousand Island Park, NY

Equitable Advisors

Eileen Price is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2009, previously operating under AXA Advisors. Price serves on the boards of Zonta of Skaneateles, a nonprofit focused on empowering women, and Friends of Minna Anthony Common Nature Center. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory programs and third-party asset managers, focusing on client risk assessment and customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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