Robert Wade Eldridge
Investment adviser representative at Consolidated Portfolio Review Corp
11 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
11 years in the industry.
- Consolidated Portfolio Review CorpJan 2025 to now
- Vanderbilt Finanical GroupJan 2025 to now
- Bank of America, N.A.Feb 2022 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Sep 2024
- Wells Fargo Clearing Services, LLCJul 2017 to Jan 2022
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 2409686
- Firm CRD
- 112694