KH
Kenneth P. Hewitt
CONSOLIDATED PORTFOLIO REVIEW CORP
El Paso, TX 79904
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CRD#: 1019535
KH
Professional summary
Kenneth Paul Hewitt Sr., who also goes by Ken P. Hewitt, Ken Hewitt, Kenneth P. Hewitt, Kenneth Paul Hewitt Sr, Kenneth Paul Hewitt, Kenneth Hewitt, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in El Paso, Texas and VANDERBILT SECURITIES, LLC located in El Paso, Texas.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Kenneth has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ken P. Hewitt | Ken Hewitt | Kenneth P. Hewitt | Kenneth Paul Hewitt Sr | Kenneth Paul Hewitt | Kenneth Hewitt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Hewitt Planning Services. Investment Related. Start date: 02/01/1994. Address: 3013 Park North Dr., El Paso, TX 79904. Title: Owner. Duties: Fee-based for managed money. Sell fixed insurance and annuities, also Variable annuities for commissions. Time spent during regular hours: 100%. 2) Colonial Life. Fixed Insurance Sales. Not Investment Related. Start date: 12/10/2023. Address: 3013 Park North Dr., El Paso, TX 79904. Title: Agent. Duties: Providing supplemental benefits for Medial Insurance. Time spent during regular hours: 5%.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Paul Hewitt Sr.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 14, 2023 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 3013 Park North Drive, El Paso, TX 79904RIA
CRD#: 112694
El Paso, TX
Current
February 14, 2023 - Present
VANDERBILT SECURITIES, LLC
Office #1: 3013 Park North Drive, El Paso, TX 79904BD
CRD#: 5953
El Paso, TX
Past
August 21, 2017 - February 13, 2023
WESTERN INTERNATIONAL SECURITIES, INC.
RIA
CRD#: 39262
El Paso, TX
Past
August 21, 2017 - February 13, 2023
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
El Paso, TX
Past
January 27, 1995 - August 21, 2017
FINANCIAL WEST GROUP
RIA
CRD#: 16668
EL PASO, TX
Past
January 26, 1995 - August 21, 2017
FINANCIAL WEST GROUP
BD
CRD#: 16668
EL PASO, TX
Past
October 15, 1993 - January 25, 1995
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
April 13, 1993 - October 15, 1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Mexico(2/14/2023)
RR
Texas(2/14/2023)
IAR
Texas(2/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
Red Flags
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Company Information
CONSOLIDATED PORTFOLIO REVIEW CORP
CRD#: 112694El Paso, TX 79904TRUST BUT VERIFY
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Contact information
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