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Kenneth Paul Hewitt

Consolidated Portfolio Review Corp.

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About Kenneth Paul Hewitt

Kenneth Hewitt is a financial professional with over 30 years of experience in the financial services industry. Kenneth is currently a Registered Representative and Investment Advisor Representative with Consolidated Portfolio Review Corp. in Woodbury, NY. Kenneth has been a registered representative since 1993. Kenneth has held previous positions with Western International Securities, Inc. in El Paso, TX, and Financial West Group in El Paso, TX. Kenneth is Series 6, 7, and SIE licensed. Kenneth is experienced in financial planning, portfolio management, and pension consulting.

Firm Information

Kenneth Hewitt 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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Kenneth Hewitt’s Registration & Firm History

NY

02/14/2023 - Present

Consolidated Portfolio Review Corp. (WOODBURY NY)

TX

08/21/2017 - 02/13/2023

WESTERN INTERNATIONAL SECURITIES, INC. (El Paso TX)

TX

01/26/1995 - 08/21/2017

FINANCIAL WEST GROUP (EL PASO TX)

CT

10/15/1993 - 01/25/1995

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

CT

04/13/1993 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

BC

Issued 04/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/12/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Paul Hewitt.
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