Stephen D. Vallender
CONSOLIDATED PORTFOLIO REVIEW CORP
Henderson, NV 89052
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CRD#: 4667608
Professional summary
Stephen Douglas Vallender, CFP®, who also goes by Stephen D. Vallender, Stephen Douglas Vallender Mr., Steve Vallender, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Henderson, Nevada and VANDERBILT SECURITIES, LLC located in Henderson, Nevada.
Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Stephen has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stephen D. Vallender | Stephen Douglas Vallender Mr. | Steve Vallender
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) National One Tax Advisors; Non Investment-Related; 2298 W. Horizon Ridge Pkwy, Ste. 106, Henderson, NV 89052; Tax Preparations Services; Part Owner
2) National One Insurance Advisors; Non Investment-Related; 2298 W. Horizon Ridge Pkwy, Ste. 106, Henderson, NV 89052; Life Insurance & Annuity Agency; Part Owner
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Douglas Vallender'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: 2008
Experience
Current
September 9, 2022 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 2298 W. Horizon Rd Pkwy, Ste 106, Henderson, NV 89052Office #2: 8030 E. Spouse Dr, Ste A, Prescott Valley, AZ 86314RIA
CRD#: 112694
Henderson, NV
Current
September 9, 2022 - Present
VANDERBILT SECURITIES, LLC
Office #1: 2298 W. Horizon Rd Pkwy, Ste 106, Henderson, NV 89052Office #2: 8030 E. Spouse Dr, Ste A, Prescott Valley, AZ 86314BD
CRD#: 5953
Henderson, NV
Past
August 21, 2017 - September 8, 2022
WESTERN INTERNATIONAL SECURITIES, INC.
RIA
CRD#: 39262
Henderson, NV
Past
August 21, 2017 - September 8, 2022
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
Henderson, NV
Past
May 12, 2008 - August 21, 2017
FINANCIAL WEST GROUP
RIA
CRD#: 16668
HENDERSON, NV
Past
May 12, 2008 - August 21, 2017
FINANCIAL WEST GROUP
BD
CRD#: 16668
HENDERSON, NV
Past
September 10, 2003 - January 3, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
LAS VEGAS, NV
Past
September 10, 2003 - January 3, 2007
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
LAS VEGAS, NV
Past
July 30, 2003 - August 7, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LAS VEGAS, NV
Past
July 30, 2003 - August 7, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 30, 2003 - August 7, 2003
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
Arizona(9/9/2022)
IAR
Arizona(9/22/2022)
RR
California(9/9/2022)
RR
Illinois(11/22/2022)
RR
Massachusetts(8/14/2025)
RR
Nevada(9/9/2022)
IAR
Nevada(9/22/2022)
RR
Oregon(9/9/2022)
IAR
Texas(9/9/2022)
RR
Washington(8/16/2024)
RR
Wisconsin(9/9/2022)
Exams
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.
