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Daniel Jason Bredow

Consolidated Portfolio Review Corp.

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About Daniel Jason Bredow

Daniel Bredow is a Registered Representative, Investment Advisor Representative and a Principal with Consolidated Portfolio Review Corp. and Vanderbilt Advisory Services. Daniel is licensed in New York and California and has been in the industry since May 2020. Daniel is committed to providing comprehensive financial advice to individuals, businesses and families. Daniel specializes in retirement planning, college savings, investment management and estate planning. Daniel can help you reach your financial goals.

Firm Information

Daniel Bredow is currently registered with Consolidated Portfolio Review Corp.. Consolidated Portfolio Review Corp., based in Woodbury, NY, is an investment advisor with a focus on providing financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $905,610,357 in assets for over 3,966 clients.
Consolidated Portfolio Review Corp.

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$905.61M

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Bredow’s Registration & Firm History

NY

07/25/2022 - Present

Consolidated Portfolio Review Corp. (WOODBURY NY)

NY

05/23/2020 - 09/08/2020

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)

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Licenses & Designations

BOTH

Issued 07/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2021

Series 24 - General Securities Principal Examination

BC

Issued 05/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Jason Bredow.
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