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Alfred Louis Boutiette

Investment adviser representative at Consolidated Portfolio Review Corp
29 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

29 years in the industry.

  1. Consolidated Portfolio Review CorpAug 2022 to now
  2. The Visper Group LLCJul 1997 to now
  3. The Patriot Financial GroupApr 2019 to Aug 2022

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MA).

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
7093408
Firm CRD
112694
Advisor's SEC record (opens in a new tab)
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