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Steven D. Cacciutti

CONSOLIDATED PORTFOLIO REVIEW
Media, PA
CRD#: 5772764
Some features on this profile are disabled
SC
Steven Dominic CacciuttiCONSOLIDATED PORTFOLIO REVIEW

Professional summary

Steven Dominic Cacciutti, who also goes by Steve Cacciutti, Steven Cacciutti, Steven D Cacciutti, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Media, Pennsylvania and VANDERBILT SECURITIES, LLC located in Media, Pennsylvania.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Steven has worked at 12 firms and has passed the Series 66, SIE, Series 7 and Series 56 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steve Cacciutti | Steven Cacciutti | Steven D Cacciutti

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 Steven Dominic Cacciutti'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 1, 2026 - Present

CONSOLIDATED PORTFOLIO REVIEW CORP

RIA
CRD#: 112694
Media, PA
Current

June 1, 2026 - Present

VANDERBILT SECURITIES, LLC

BD
CRD#: 5953
Media, PA
Past

July 17, 2025 - June 1, 2026

ALDEN INVESTMENT GROUP

RIA
CRD#: 317077
Wayne, PA
Past

July 16, 2025 - June 1, 2026

J. ALDEN ASSOCIATES, INC.

BD
CRD#: 40002
Wayne, PA
Past

July 25, 2022 - June 23, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Berwyn, PA
Past

July 25, 2022 - June 23, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Berwyn, PA
Past

March 26, 2021 - July 27, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
West Chester, PA
Past

March 26, 2021 - July 27, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
West Chester, PA
Past

September 6, 2018 - March 29, 2021

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
KENNETT SQUARE, PA
Past

September 5, 2018 - March 29, 2021

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
KENNETT SQUARE, PA
Past

November 28, 2016 - September 4, 2018

THRIVE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 281347
FORT WASHINGTON, PA
Past

January 15, 2015 - October 21, 2016

LINCOLN INVESTMENT

RIA
CRD#: 519
MARLTON, NJ
Past

December 2, 2014 - October 21, 2016

LINCOLN INVESTMENT

BD
CRD#: 519
MARLTON, NJ
Past

September 4, 2014 - December 12, 2014

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
WARREN, NJ
Past

March 5, 2013 - August 28, 2013

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

January 31, 2012 - May 24, 2012

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

April 20, 2011 - January 10, 2012

DIMENSION TRADING GROUP, LLC

BD
CRD#: 147929
NEW YORK, 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 | 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
Florida
(6/1/2026)
RR
New York
(6/1/2026)
RR
Pennsylvania
(6/1/2026)
IAR
Pennsylvania
(6/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/30/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 56
Date: 11/1/2011
Proprietary Trader Qualification 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#: 112694Media, PA

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