Robert Douglas Halbreiner
Investment adviser representative at Consolidated Portfolio Review Corp
5 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
5 years in the industry.
- Vanderbilt Securities, LLCSep 2018 to now
- Consolidated Portfolio Review Corp.Jul 2014 to now
- 3d Wealth Ria, LLCApr 2019 to Jul 2019
- Sterling Monroe Securities, LLCJul 2014 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6010623
- Firm CRD
- 112694