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Matthew Samuel Rendell

Consolidated Portfolio Review Corp.

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About Matthew Samuel Rendell

Matthew Rendell is a financial advisor at Consolidated Portfolio Review Corp. Matthew is a Certified Financial Planner® professional who helps clients in the Woodbury, New York area. Matthew has worked in the financial services industry for 12 years and has experience in financial planning, portfolio management, and retirement planning. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds a Series 7, 66, and 24 license.

Firm Information

Matthew Rendell 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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Matthew Rendell’s Registration & Firm History

NY

01/11/2022 - Present

Consolidated Portfolio Review Corp. (WOODBURY NY)

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Licenses & Designations

BOTH

Issued 03/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2021

Series 24 - General Securities Principal Examination

BC

Issued 02/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Samuel Rendell.
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