Samantha Jill Lompado
Investment adviser representative at Consolidated Portfolio Review Corp
15 yearsExperience
16 statesRegistered in
$1.6BFirm assets
34 yearsFirm in business
Are you Samantha Jill Lompado? Claim your profile
Contact this firm
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
15 years in the industry.
- Consolidated Portfolio Review CorpMay 2023 to now
- Royal Alliance Associates, Inc.Nov 2018 to May 2023
- SiiApr 2017 to Nov 2018
- Northwestern Mutual Wealth Management CompanyJan 2016 to Apr 2017
- Northwestern Mutual Investment Services, LLCSep 2012 to Apr 2017
- Northwestern Mutual Life Insurance CompanyFeb 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 16 states (AL, CA, CO, DC, GA, IA, IL, MA, MD, MI, MO, MS, NJ, NY, PA, 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
- 5893501
- Firm CRD
- 112694