Robert Douglas Halbreiner

Current Employers

Employment History

• 07/2014 → 10/2018
  Sterling Monroe Securities, Llc
  Locust Valley, NY
• 07/2014 → Present
  Consolidated Portfolio Review Corp.
  Locust Valley, NY
• 09/2018 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 04/2019 → 07/2019
  3D Wealth Ria, Llc
  Locust Valley, NY

Previous Registrations

• 2019-05-08 → 2019-07-17
  3D Wealth Ria, Llc
  Locust Valley, NY
• 2014-07-28 → 2016-12-31
  Consolidated Portfolio Review Corp
  Woodbury, NY
• 2013-08-29 → 2014-07-23
  Equitable Advisors, Llc
  Philadelphia, PA
  Bala Cynwyd, PA
  Bala Cynwyd, PA

Other Businesses

1) DIEFENDORF PLANNING SERVICES, LTD. Investment Related. Start date: 07/01/2014. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Administration/Sales. Duties: Administration/Sales. Time spent during regular hours: 15% 2) CONSOLIDATED PORTFOLIO REVIEW CORP.; Investment Related. Start date : 07/01/2014. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Administration/Sales. Time spent during regular hours: 65% 3) RETIREMENT PLANNING & ADMINISTRATION; Investment Related. Start date: 07/01/2014. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Administration/Sales. Time spent during regular hours: 5% 4) THE BARBELIN SOCIETY FOR SAINT JOSEPH'S UNIVERSITY; NOT INVESTMENT RELATED; Start date: 07/01/2014. Address: 11 Wood Lane Locust Valley NY, 11560. Title: Member of the Alumni Commite. Duties : Discuss ways to raise Alumni awareness and support. Time spent during regular hours: 0% 5) 3D WEALTH INSURANCE SERVICES, LLC; Investment Related. Start date: 11/28/2016. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Administration/Sales. Time spent during regular hours: 10% 6) HHN LEGACY FINANCIAL PARTNERS, LLC Investment Related. LOCATED AT 168 FOREST AVENUE, SUITE 101, LOCUST VALLEY, NY 11560. START DATE: 02/26/2018, POSITION: MEMBER, COMPANY RUNS AS A LEGAL AGREEMENT ON COMPENSATION TO EACH OF THE PARTNERS, THERE IS NO ACTIVITY EXCEPT DISTRIBUTION OF INCOME EARNER AS ADVISORS. APPROXIMATELY 1 HOUR PER MONTH. 7) 3D Wealth Advisory. Investment Related. Start date: 07/01/2014. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Partner. Time spent during regular hours: 0% 8) 3D WEALTH MANAGMENT SERVICES, LLC; Investment Related. Start date: 07/01/2022. Address: 168 Forest Avenue Suite 101 Locust Valley NY 11560. Title: Owner. Time spent during regular hours: 10% 9) JCD Forest Avenue Realty, LLC. Not Investment Related. Start Date: 06/30/2025. Address: 168 Forest Avenue Locust Valley, NY 11560. Title: Owner. Duties: help with property management and collect rent from tenants. Time spent during regular hours: 5%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-27
• S63 Uniform Securities Agent State Law Examination
  2012-04-11

Other Names

• Robert D Halbreiner