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Quentin L. Robb

CONSOLIDATED PORTFOLIO REVIEW
South Jordan, UT 84095
Some features on this profile are disabled
CRD#: 2825002
QR
Quentin Leroy RobbCONSOLIDATED PORTFOLIO REVIEW

Professional summary

Quentin Leroy Robb is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in South Jordan, Utah and VANDERBILT SECURITIES, LLC located in South Jordan, Utah.

Quentin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Quentin has worked at 13 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 3, Series 7, Series 10, Series 9 and Series 24 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Quentin Leroy Robb's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 23, 2026 - Present

CONSOLIDATED PORTFOLIO REVIEW CORP

Office #1: 1124 South Jordan Parkway, Suite D, South Jordan, UT 84095
RIA
CRD#: 112694
South Jordan, UT
Current

May 27, 2026 - Present

VANDERBILT SECURITIES, LLC

Office #1: 1124 South Jordan Parkway, Suite D, South Jordan, UT 84095
BD
CRD#: 5953
South Jordan, UT
Past

June 15, 2015 - September 16, 2015

PARSONEX ADVISORY SERVICES, INC.

RIA
CRD#: 160275
FORT COLLINS, CO
Past

June 15, 2015 - September 16, 2015

PARSONEX SECURITIES, INC.

BD
CRD#: 144412
Fort Collins, CO
Past

January 23, 2015 - June 3, 2015

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
FORT COLLINS, CO
Past

November 14, 2014 - January 26, 2015

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
FORT COLLINS, CO
Past

November 14, 2014 - June 3, 2015

GIRARD SECURITIES, INC.

BD
CRD#: 18697
FORT COLLINS, CO
Past

March 6, 2014 - November 24, 2014

WADDELL & REED

RIA
CRD#: 866
FT. COLLINS, CO
Past

March 4, 2014 - November 24, 2014

WADDELL & REED

BD
CRD#: 866
FT. COLLINS, CO
Past

October 1, 2012 - January 16, 2014

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
FT COLLINS, CO
Past

October 1, 2012 - January 16, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FT COLLINS, CO
Past

October 6, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
FT COLLINS, CO
Past

October 6, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
FT COLLINS, CO
Past

June 1, 2009 - October 12, 2011

MORGAN STANLEY

RIA
CRD#: 149777
ENGLEWOOD, CO
Past

June 1, 2009 - October 12, 2011

MORGAN STANLEY

BD
CRD#: 149777
ENGLEWOOD, CO
Past

July 7, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ENGLEWOOD, CO
Past

July 7, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
ENGLEWOOD, CO
Past

August 10, 2000 - July 7, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
DENVER, CO
Past

June 5, 2000 - July 7, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 12, 1998 - May 30, 2000

ZIONS DIRECT, INC.

BD
CRD#: 17776
SALT LAKE CITY, UT

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 | STOLLER INVESTMENT ADVISORS, INC. | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | QUARTERS WEALTH MANAGEMENT LLC | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | OMNI WEALTH LLC | 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
Utah
(6/23/2026)
IAR
Utah
(6/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2024
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/5/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/17/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/26/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/5/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 2/19/2002
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/10/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/13/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/12/2000
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/17/2000
General Securities Principal Examination
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 | STOLLER INVESTMENT ADVISORS, INC. | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | QUARTERS WEALTH MANAGEMENT LLC | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | OMNI WEALTH LLC | 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)
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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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONSOLIDATED PORTFOLIO REVIEW ADV PART 2A - MARCH 2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts4,821
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#: 112694South Jordan, UT 84095

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