Cary Edward Urich
Investment adviser representative at Consolidated Portfolio Review Corp
16 yearsExperience
2 statesRegistered in
$1.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Consolidated Portfolio Review CorpMay 2025 to now
- Vanderbilt Advisory ServicesJan 2024 to now
- Vanderbilt Securities, LLCJan 2024 to now
- Em- GreenvilleOct 2017 to now
- Cary E. UrichOct 2017 to Dec 2023
- Crump (fmo/imo)Oct 2017 to Jan 2023
- Wealthvest (fmo/imo)Oct 2017 to Jan 2023
- Mallard Creek HoaOct 2017 to Dec 2019
- United Planners Financial ServicesSep 2017 to Dec 2023
- Streamline Asset Management, LLCJul 2017 to Dec 2023
- H. Beck, Inc.Oct 2010 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2132001
- Firm CRD
- 112694