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Justin Robert Martinez

Consolidated Portfolio Review Corp.

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About Justin Robert Martinez

Justin Robert Martinez is a registered representative with Consolidated Portfolio Review Corp. Justin has been in the financial industry for over 8 years and has experience working with a variety of clients including individuals, corporations, and retirement plans. Justin holds Series 63 and Series 65 licenses and is currently registered in California. Justin is also an insurance broker and the owner of Zircon Financial Planning, LLC. Justin is a specialist in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Justin Martinez 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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Justin Martinez’s Registration & Firm History

NY

01/07/2025 - Present

Consolidated Portfolio Review Corp. (WOODBURY NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Robert Martinez.
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