Steven Dominic Cacciutti
Investment adviser representative at Consolidated Portfolio Review Corp
24 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
24 years in the industry.
- Consolidated Portfolio Review CorpJun 2026 to now
- Alden Investment AdvisorsJul 2025 to now
- J. Alden Associates, Inc.Jul 2025 to now
- Wsfs Wealth InvestmentsJul 2022 to now
- Commonwealth Financial NetworkJul 2022 to Jun 2025
- Ameriprise Financial Services, LLCMar 2021 to Jul 2022
- Citizens Securities, Inc.Sep 2018 to Mar 2021
- Thrive Insurance Group, LLCMay 2017 to Aug 2018
- Thrive Financial Services, LLCMar 2017 to Aug 2018
- Thrive Capital Management LLCNov 2016 to Aug 2018
- Rental PropertiesJan 2002 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5772764
- Firm CRD
- 112694