Caldwell, NJ Office
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Consolidated Portfolio Review Corp
Multi-team
Firm-wide stats for Consolidated Portfolio Review Corp
About
Consolidated Portfolio Review is an SEC‑registered enterprise advisor that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and retirement plans (including 401(k) and SEP/PSP plans). The firm offers discretionary and non‑discretionary managed accounts, proprietary VFG Tactical ETF model portfolios, financial planning and consulting, and access to third‑party sub‑advisors and separately managed account platforms.
Investment strategies are implemented by independent Advisor Representatives who use strategic asset allocation supplemented by fundamental and technical analysis, and may pursue long‑term, short‑term, or trading approaches depending on client objectives. CPR’s platform supports both in‑house model portfolios (for which the firm receives a portion of advisory fees while advisors are not paid model‑based bonuses) and allocations to independent third‑party advisors, with custody arrangements recommended through major custodians such as Charles Schwab, Pershing, and Fidelity.
What distinguishes CPR from many large advisory firms is its network of affiliated financial entities and service providers: the brochure discloses an affiliated broker‑dealer (Vanderbilt Securities, LLC) that clears through National Financial Services and relationships with retirement administration and insurance affiliates (e.g., Retirement Planning & Administration, Inc.; Diefendorf Planning Services Ltd.; 3D Wealth Insurance Services, LLC). The firm also discloses that it maintains pension/municipal advisory‑type relationships while not listing corporate or business clients on its client types, and it outlines policies and disclosures intended to manage the conflicts that can arise from these affiliations.
Based on Consolidated Portfolio Review Corp
Location
339 Bloomfield Avenue, Suite 6
Caldwell NJ 07006
Advisors at this office
3
Advisors at this office
Kristin S
Series 63
Caldwell, NJ
Consolidated Portfolio Review Corp
Kristin Sanguino is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 63 designation and 25 years of industry experience. Her career includes 23 years at The AYCO Company, L.P./Mercer Allied and seven years at Personal CFO Solutions, LLC before joining Consolidated Portfolio Review Corp. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party advisors, employing strategic asset allocation combined with fundamental and technical analysis through a network of affiliated financial entities.
John H
CFP®, Series 66
Caldwell, NJ
Consolidated Portfolio Review Corp
John Higgins VII is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. His prior experience includes roles at Personal CFO Solutions LLC, Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and consulting, with investment strategies executed by independent advisors using a variety of asset allocation and analysis techniques.
Carli P
Series 66
Caldwell, NJ
Consolidated Portfolio Review Corp
Carli Piccolella is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at firms including Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Outside of finance, she was involved with the Bloomfield Recreation Department for over a decade. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, implementing investment strategies through both in-house models and independent advisors.
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