David Lau
Investment adviser representative at Consolidated Portfolio Review Corp
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Consolidated Portfolio Review CorpApr 2023 to now
- Gladstone Wealth PartnersApr 2021 to Apr 2023
- Morgan Stanley Private Bank, N.A.Jan 2015 to Mar 2021
- Morgan Stanley Smith Barney LLCJun 2009 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4567411
- Firm CRD
- 112694