RE
Robert W. Eldridge
CONSOLIDATED PORTFOLIO REVIEW CORP
Golden, CO
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CRD#: 2409686
RE
Professional summary
Robert Wade Eldridge JR, who also goes by Bob Eldridge, Robert Wade Eldridge, Robert Wade Jr Eldridge, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Golden, Colorado and VANDERBILT SECURITIES, LLC located in Golden, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Eldridge | Robert Wade Eldridge | Robert Wade Jr Eldridge
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.
I"1050270", Name of OBA: Robert Eldridge Music and Housing LLC, Address: Golden, Colorado, Investment Related: N, Position, Title: ["Owner"], Employee Start Date: 11/1/2022, No Hours: 5, Monthly No Hours: during trading: 0 Duties: To manage the rental properties previously disclosed via expense, paying mortgage, collecting rents, deposits, repair and overall maintenance of the rental property
CRS (Client Relationship Summary) - RIA
Click below to view Robert Wade Eldridge JR'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
January 10, 2025 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
RIA
CRD#: 112694
Golden, CO
Current
January 13, 2025 - Present
VANDERBILT SECURITIES, LLC
BD
CRD#: 5953
Golden, CO
Past
January 28, 2022 - October 8, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOULDER, CO
Past
January 28, 2022 - October 8, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOULDER, CO
Past
July 28, 2017 - February 4, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BOULDER, CO
Past
July 28, 2017 - February 4, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BOULDER, CO
Past
June 4, 2014 - July 31, 2017
MORGAN STANLEY
RIA
CRD#: 149777
DENVER, CO
Past
January 17, 2014 - July 31, 2017
MORGAN STANLEY
BD
CRD#: 149777
DENVER, CO
Past
January 20, 2010 - January 13, 2014
GVC CAPITAL LLC
BD
CRD#: 38923
GREENWOOD VILLAGE, CO
Past
April 27, 2004 - October 17, 2005
VARIABLE ASSET MANAGEMENT, INC.
RIA
CRD#: 119055
GREENWOOD VILLAGE, CO
Past
January 22, 2003 - January 20, 2010
SPENCER EDWARDS, INC.
BD
CRD#: 22067
ENGLEWOOD, CO
Past
April 5, 2002 - February 11, 2003
SANDS BROTHERS & CO., LTD.
BD
CRD#: 26816
NEW YORK, NY
Past
November 21, 1995 - March 26, 2002
GLOBAL CAPITAL SECURITIES CORPORATION
BD
CRD#: 16184
ENGLEWOOD, CO
Past
December 13, 1993 - November 27, 1995
FOSTER JEFFRIES SECURITIES, LLC
BD
CRD#: 30144
WESTBURY, NY
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
Colorado(1/13/2025)
IAR
Colorado(1/13/2025)
RR
Florida(1/14/2025)
RR
Illinois(3/17/2025)
RR
Maine(1/14/2025)
RR
New York(1/15/2025)
RR
Ohio(1/31/2025)
IAR
Texas(1/10/2025)
RR
Texas(1/13/2025)
RR
Washington(2/7/2025)
RR
West Virginia(1/21/2025)
Exams
State Security Law Exam
State Security Law 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
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.
