RH
Richard T. Hern
CONSOLIDATED PORTFOLIO REVIEW
Stoughton, MA 02072
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CRD#: 4072121
RH
Professional summary
Richard Thomas Hern JR, CFP®, who also goes by Richard Thomas Hern, Jr, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Stoughton, Massachusetts and VANDERBILT SECURITIES, LLC located in Stoughton, Massachusetts.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Richard has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Richard Thomas Hern, Jr
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.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Thomas Hern 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®
CFP®
Start date: 2010
Experience
Current
March 23, 2026 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 85 Park Street Suite 2r, Stoughton, MA 02072RIA
CRD#: 112694
Stoughton, MA
Current
March 23, 2026 - Present
VANDERBILT SECURITIES, LLC
Office #1: 85 Park Street Suite 2r, Stoughton, MA 02072BD
CRD#: 5953
Stoughton, MA
Past
January 12, 2015 - March 25, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Stoughton, MA
Past
January 8, 2015 - March 25, 2026
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Stoughton, MA
Past
February 11, 2013 - January 7, 2015
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
STOUGHTON, MA
Past
August 23, 2012 - January 7, 2015
AVALON INVESTMENT & SECURITIES GROUP, INC.
BD
CRD#: 6281
MUSCLE SHOALS, AL
Past
June 26, 2012 - December 31, 2012
INSTITUTE FOR WEALTH ADVISORS, INC.
RIA
CRD#: 149347
STOUGHTON, MA
Past
August 25, 2011 - June 26, 2012
CAPITAL CHOICE INVESTMENT ADVISERS, INC.
RIA
CRD#: 145932
GREENSBORO, GA
Past
November 3, 2006 - June 26, 2012
CCF INVESTMENTS, INC.
BD
CRD#: 136571
STOUGHTON, MA
Past
December 10, 1999 - September 21, 2006
PFS INVESTMENTS INC.
BD
CRD#: 10111
CANTON, MA
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
Delaware(3/23/2026)
RR
Florida(3/23/2026)
RR
Georgia(3/23/2026)
RR
Louisiana(3/23/2026)
RR
Maryland(3/23/2026)
RR
Massachusetts(3/24/2026)
IAR
Massachusetts(4/2/2026)
RR
New Hampshire(3/23/2026)
RR
Oregon(3/23/2026)
RR
Pennsylvania(3/23/2026)
RR
Rhode Island(3/31/2026)
IAR
Rhode Island(3/31/2026)
RR
Texas(3/23/2026)
IAR
Texas(3/23/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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 | 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)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#: 112694Stoughton, MA 02072TRUST BUT VERIFY
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