PR
Patricia L. Ramirez
CONSOLIDATED PORTFOLIO REVIEW CORP
Concord, CA 94519
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CRD#: 2093341
PR
Professional summary
Patricia Lynn Ramirez, who also goes by Patricia L Barry, Patricia Lynn Barry, Patricia Cox, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Concord, California and VANDERBILT SECURITIES, LLC located in Concord, California.
Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Patricia has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patricia L Barry | Patricia Lynn Barry | Patricia Cox
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) New Mexico Rental Property. Not investment related. Start date: 09/21/2024. Address: 1104 Pueblo Gardens Ct. Las Cruces NM, 88007. Title: Owner. Duties: My husband and local property manager manages the property and tenants. I just pay the bills.. Time spent during regular hours: 0%. 2) Monarch Mindset. Not investment related. Start date: 09/21/2024. Address: 3939 Beechwood Dr., Concord, CA, 94519. Title: Owner/Money Mindset Coach. Duties: Money mindset coach for women. Hold virtual 9 week "Rewrite Your Money Story" program quarterly. Post content on social media (IG, FB and LinkedIn). Time spent during regular hours: 0%. 3) Certified Divorce Financial Analyst. Investment related. Start date: 09/21/2024. Address: 3939 Beechwood Dr, Concord, CA, 94519. Title: Analyst. Duties: CDFA Professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA?? professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client???s financial future. I create a divorce financial plan and charge a fee through the Firm. Time spent during regular hours: 5%. 4) Ramirez Wealth Management. Not Investment related. Start date: 10/01/2024. Address: 3939 Beechwood Dr, Concord, CA, 94519. Title: President/Advisor. Duties: Financial planning, investment management services tailored to each client's unique goals, risk tolerance, and financial situation. Develop and implement suitable strategies across retirement planning, investment portfolios, estate considerations, and tax efficiency-while maintaining full compliance with regulatory standards and fiduciary obligations. I work collaboratively with clients and their professional teams to ensure that all recommendations are aligned with their long-term financial objectives and executed through a compliant, ethical framework supported by Vanderbilt's oversight and Schwab's custodial platform. Time spent during regular hours: 100%.
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Lynn Ramirez'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
September 18, 2024 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 3939 Beechwood Drive, Concord, CA 94519RIA
CRD#: 112694
Concord, CA
Current
December 5, 2024 - Present
VANDERBILT SECURITIES, LLC
Office #2: 1320 Willow Pass Rd., Suite 600, Concord, CA 94520BD
CRD#: 5953
Concord, CA
Past
April 13, 2015 - September 30, 2024
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
Concord, CA
Past
April 10, 2015 - September 30, 2024
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
June 1, 2009 - April 21, 2015
MORGAN STANLEY
RIA
CRD#: 149777
SAN FRANCISCO, CA
Past
June 1, 2009 - April 21, 2015
MORGAN STANLEY
BD
CRD#: 149777
SAN FRANCISCO, CA
Past
September 18, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BERKELEY, CA
Past
March 29, 1999 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BERKELEY, CA
Past
September 21, 1998 - February 1, 1999
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
May 21, 1998 - August 6, 1998
ROUND HILL SECURITIES, INC.
BD
CRD#: 35223
ALAMO, CA
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
Arizona(3/26/2025)
IAR
California(9/18/2024)
RR
California(12/11/2024)
RR
Tennessee(4/15/2025)
IAR
Texas(9/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONSOLIDATED PORTFOLIO REVIEW CORP
CRD#: 112694Concord, CA 94519TRUST BUT VERIFY
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