DFX Intelligence
Advisors
Advisors registered through Consolidated Portfolio Review Corp
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Matthew Samuel Rendell Certified Financial Planner · dual registrant | Consolidated Portfolio Review Corp independent RIA | Woodbury, Ny | Feb 5, 2021 | 15 y | 0 | 2 |
| Bryan Anthony Richardson | Consolidated Portfolio Review Corp independent RIA | Indianapolis, In | Mar 25, 2026 | 36 y | 1 | 1 |
| Quentin Leroy Robb dual registrant | Consolidated Portfolio Review Corp independent RIA | South Jordan, Ut | Jun 23, 2026 | 28 y | 9 | 1 |
| K•••••• S••••••• | C••••••••• P•••••••• R••••• C••• independent RIA | Caldwell, Nj | May 1, 2026 | 30 y | 2 | 1 |
| C••••••••• R••••• S••••• Certified Financial Planner | C••••••••• P•••••••• R••••• C••• independent RIA | Worcester, Ma | Jul 7, 2022 | 18 y | 3 | 2 |
| S•••••• B•••••• S•••• dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Lancaster, Ma | Nov 26, 2025 | 41 y | 1 | 1 |
| A••••• S•••••• dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Woodbury, Ny | Aug 8, 2022 | 17 y | 3 | 1 |
| J••• C••••• S•••••• dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Walnut Creek, Ca | Oct 30, 2020 | 33 y | 1 | 2 |
| I•• J••••• T•••••••• Certified Financial Planner | C••••••••• P•••••••• R••••• C••• independent RIA | Woodbury, Ny | Jun 11, 2025 | 28 y | 8 | 1 |
| J••••• J••• T••••••••• dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Woodbury, Ny | Jun 29, 2011 | 18 y | 0 | 12 |
| T••••• O••••• T••••• | C••••••••• P•••••••• R••••• C••• independent RIA | Rockford, Mi | Apr 30, 2021 | 44 y | 2 | 1 |
| C••• E••••• U•••• dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Woodbury, Ny | May 1, 2025 | 35 y | 5 | 2 |
| S•••••• D•••••• V•••••••• Certified Financial Planner · dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Woodbury, Ny | Sep 9, 2022 | 23 y | 3 | 3 |
| K•••• E•••••••• V••••• dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Key West, Fl | Dec 9, 2024 | 10 y | 2 | 2 |
| X••••••• W••• Certified Financial Planner · dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Woodbury, Ny | Feb 3, 2025 | 19 y | 2 | 1 |
| S••••• G••••• Y••••• dual registrant | C••••••••• P•••••••• R••••• C••• independent RIA | Woodbury, Ny | Jun 3, 2025 | 33 y | 3 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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66 advisors match.