RH
Robert D. Halbreiner
CONSOLIDATED PORTFOLIO REVIEW CORP
Locust Valley, NY 11560
Some features on this profile are disabled
CRD#: 6010623
RH
Professional summary
Robert Douglas Halbreiner, who also goes by Robert D Halbreiner, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Locust Valley, New York and VANDERBILT SECURITIES, LLC located in Locust Valley, New York.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert D Halbreiner
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) DIEFENDORF PLANNING SERVICES, LTD. Investment Related. Start date: 07/01/2014. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Administration/Sales. Duties: Administration/Sales. Time spent during regular hours: 15% 2) CONSOLIDATED PORTFOLIO REVIEW CORP.; Investment Related. Start date : 07/01/2014. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Administration/Sales. Time spent during regular hours: 65% 3) RETIREMENT PLANNING & ADMINISTRATION; Investment Related. Start date: 07/01/2014. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Administration/Sales. Time spent during regular hours: 5% 4) THE BARBELIN SOCIETY FOR SAINT JOSEPH'S UNIVERSITY; NOT INVESTMENT RELATED; Start date: 07/01/2014. Address: 11 Wood Lane Locust Valley NY, 11560. Title: Member of the Alumni Commite. Duties : Discuss ways to raise Alumni awareness and support. Time spent during regular hours: 0% 5) 3D WEALTH INSURANCE SERVICES, LLC; Investment Related. Start date: 11/28/2016. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Administration/Sales. Time spent during regular hours: 10% 6) HHN LEGACY FINANCIAL PARTNERS, LLC Investment Related. LOCATED AT 168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. START DATE: 02/26/2018, POSITION: MEMBER, COMPANY RUNS AS A LEGAL AGREEMENT ON COMPENSATION TO EACH OF THE PARTNERS, THERE IS NO ACTIVITY EXCEPT DISTRIBUTION OF INCOME EARNER AS ADVISORS. APPROXIMATELY 1 HOUR PER MONTH. 7) 3D Wealth Advisory. Investment Related. Start date: 07/01/2014. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Partner. Time spent during regular hours: 0% 8) 3D WEALTH MANAGMENT SERVICES, LLC; Investment Related. Start date: 07/01/2022. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Owner. Time spent during regular hours: 10% 9) JCD Forest Avenue Realty, LLC. Not Investment Related. Start Date: 06/30/2025. Address: 168 Forest Avenue Locust Valley, NY 11560. Title: Owner. Duties: help with property management and collect rent from tenants. Time spent during regular hours: 5%.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Douglas Halbreiner'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 19, 2017 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 168 Forest Ave, Locust Valley, NY 11560RIA
CRD#: 112694
Locust Valley, NY
Current
September 24, 2018 - Present
VANDERBILT SECURITIES, LLC
Office #1: 168 Forest Avenue, Ste 101, Locust Valley, NY 11560BD
CRD#: 5953
Locust Valley, NY
Past
May 8, 2019 - July 17, 2019
3D WEALTH RIA, LLC
RIA
CRD#: 289081
LOCUST VALLEY, NY
Past
July 28, 2014 - December 31, 2016
CONSOLIDATED PORTFOLIO REVIEW CORP
RIA
CRD#: 112694
LOCUST VALLEY, NY
Past
July 28, 2014 - October 26, 2018
IMPACTU.INVESTMENTS, LLC
BD
CRD#: 122696
WOODBURY, NY
Past
August 29, 2013 - July 23, 2014
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
BALA CYNWYD, PA
Past
February 2, 2012 - July 23, 2014
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
BALA CYNWYD, PA
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
California(10/10/2018)
RR
Colorado(10/10/2018)
RR
Connecticut(10/10/2018)
RR
Florida(10/10/2018)
RR
Idaho(1/3/2023)
RR
Illinois(1/2/2025)
RR
Maine(2/18/2022)
RR
Maryland(10/10/2018)
RR
New Jersey(10/10/2018)
RR
New York(9/24/2018)
IAR
New York(2/9/2021)
RR
North Carolina(10/26/2018)
RR
Ohio(10/13/2021)
RR
Pennsylvania(10/26/2018)
RR
South Carolina(10/26/2018)
RR
South Dakota(1/3/2023)
IAR
Texas(1/11/2022)
RR
Virginia(10/10/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral 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
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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.
