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John Curtis Stoller

Consolidated Portfolio Review Corp.

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About John Curtis Stoller

John Curtis Stoller is an Investment Advisor Representative at Consolidated Portfolio Review Corp. John has been in the financial services industry since August 2004. John has been associated with Consolidated Portfolio Review Corp. since October 2020. John has a current Series 66 license and a Series 7 license, along with a SIE. John provides financial planning, portfolio management, and pension consulting services. John's firm, Consolidated Portfolio Review Corp., has approximately $905,610,357 in assets under management, and approximately 3,966 accounts.

Firm Information

John Stoller 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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John Stoller’s Registration & Firm History

CA

10/30/2020 - Present

Consolidated Portfolio Review Corp. (WALNUT CREEK CA)

CA

08/02/2004 - 10/30/2020

KMS FINANCIAL SERVICES, INC. (WALNUT CREEK CA)

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Licenses & Designations

BOTH

Issued 08/17/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Curtis Stoller.
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