Gino N. Chiappetta
CONSOLIDATED PORTFOLIO REVIEW CORP
Northwood, OH 43619
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CRD#: 2105561
Professional summary
Gino Nick Chiappetta, CFP® is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Northwood, Ohio and VANDERBILT SECURITIES, LLC located in Northwood, Ohio.
Gino is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Gino has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) CH Asset Management. Not Investment Related. Start date: 04/01/2025. Address: 5216 Woodville Road #102 Northwood, Ohio 43619. Title President. Duties: Run Payroll with one employee. Time spent during regular hours: 0%. 2) Medicare Molehill. Non Investment-Related. Start date: 09/01/2007. Address: 27 S. Lake St. Boyne City MI, 49712. Title: Realtor. Duties: I am a 1099 realtor. Time spent during regular hours: 0%. 3) Chiappetta Financial Group LLC. Investment-Related. DBA for Securities Business. Start date: 09/01/2027. Address: 5216 Woodville Rd Suite 102, Northwood Ohio, 43619. Title: President. Duties: Running a fee-based asset management business with financial planning and some commissioned sales. Time spent during regular hours: 100%. 4) Fixed Insurance Sales. Non Investment-Related. Start date: 02/01/1991. Address: 5216 Woodville Rd Suite 102, Northwood Ohio, 43619. Title: Independent Agent. Duties: Sell life insurance, fixed annuities, long-term care, health and other non-investment related products. Time spent during regular hours: 5%.
CRS (Client Relationship Summary) - RIA
Click below to view Gino Nick Chiappetta'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®
CFP®
Start date: 2006
Experience
Current
October 4, 2024 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 5216 Woodville Rd. Suite 102, Northwood, OH 43619RIA
CRD#: 112694
Northwood, OH
Current
October 4, 2024 - Present
VANDERBILT SECURITIES, LLC
Office #1: 5216 Woodville Rd. Suite 102, Northwood, OH 43619BD
CRD#: 5953
Northwood, OH
Past
November 23, 2009 - October 24, 2024
WESTERN INTERNATIONAL SECURITIES, INC.
RIA
CRD#: 39262
Northwood, OH
Past
July 18, 2007 - October 24, 2024
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
Northwood, OH
Past
January 4, 2005 - July 19, 2007
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
MILLBURY, OH
Past
January 3, 2005 - July 19, 2007
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
MILLBURY, OH
Past
October 22, 2004 - January 4, 2005
BANC ONE SECURITIES CORPORATION
RIA
CRD#: 16999
WAYNE, MI
Past
October 6, 2004 - January 4, 2005
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
March 11, 2002 - September 20, 2004
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
June 13, 2000 - September 20, 2004
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
, OH
Past
August 15, 1997 - February 19, 2002
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
January 7, 1991 - August 15, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 7, 1991 - August 15, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
California(10/4/2024)
RR
Florida(10/4/2024)
RR
Michigan(10/4/2024)
RR
Missouri(10/8/2024)
RR
Ohio(10/4/2024)
IAR
Ohio(10/4/2024)
RR
Pennsylvania(10/4/2024)
RR
Utah(10/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONSOLIDATED PORTFOLIO REVIEW CORP
CRD#: 112694Northwood, OH 43619TRUST BUT VERIFY
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