Thomas Palumbo (CRD# 2150024) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Woodbury, NY and has over 32 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
3d Wealth Ria, LLC | Locust Valley, NY | Apr 2019 - Current | 5 |
Vanderbilt Securities, LLC | Woodbury, NY | Sep 2018 - Current | 5 |
Consolidated Portfolio Review, Corp | Locust Valley , NY | May 2003 - Current | 21 |
Diefendorf Planning Services | Locust Valley, NY | Jan 1995 - Current | 29 |
Provident Mutual | Glen Cove, NY | Nov 1990 - Current | 33 |
Sterling Monroe Securities, LLC | Locust Valley, NY | Jan 2003 - Oct 2018 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1991 |
- AL
- NY
- TX
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Total Assets Under Management906MILLIONS
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Total Number of Accounts3,966ACCOUNTS
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Average Account Value$228,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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