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Stephen Moorman

Consolidated Portfolio Review Corp.

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About Stephen Moorman

Stephen Moorman is a Registered Representative and Investment Adviser Representative. Stephen is associated with Consolidated Portfolio Review Corp. Stephen has been working in the securities industry since December 2020 and currently holds a Series 66, Series 7TO, and SIE. Stephen also holds a state registration in Colorado and Wyoming. Stephen has worked for PlanMember Securities Corporation and Vanderbilt Securities, LLC. Stephen specializes in providing 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

Stephen Moorman 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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Stephen Moorman’s Registration & Firm History

CO

01/04/2023 - Present

Consolidated Portfolio Review Corp. (Longmont CO)

CO

12/11/2020 - 08/04/2022

PLANMEMBER SECURITIES CORPORATION (LONGMONT CO)

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Licenses & Designations

BOTH

Issued 02/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Moorman.
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