Steven Matthew Howe

Employer firm

Consolidated Portfolio Review Corp CRD 112694

$1.59B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → 03/2018
  Sterling Monroe Securities, Llc
  Locust Valley, NY
• 05/2005 → 03/2018
  Consolidated Portfolio Review Corp
  Locust Valley, NY
• 03/2018 → 03/2021
  Vanderbilt Securities, Llc
  Woodbury, NY
• 03/2018 → 03/2021
  Vanderbilt Advisory Services
  Woodbury, NY
• 11/2021 → Present
  Vanderbilt Advisory Services
  Woodbury, NY
• 11/2021 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 11/2021 → Present
  Consolidated Portfolio Review Corp
  Woodbury, NY
• 03/2021 → 10/2021
  Gm Advisory Group, Inc
  Melville, NY

Previous Registrations

• 2018-03-13 → 2021-03-12
  Vanderbilt Advisory Services
  Woodbury, NY
• 2017-01-18 → 2018-03-09
  Consolidated Portfolio Review Corp
  Woodbury, NY
• 2006-09-21 → 2016-12-31
  Consolidated Portfolio Review Corp
  Woodbury, NY

Other Businesses

True Gritt LTD dba Vanderbilt Financial Group. Not investment-related. Start date: 11/01/2021. Address: 125 Froehlich Farm Blvd, Woodbury, NY 11797. Duties: Marketing name/payroll/compensation.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-10

Other Names

• Steven Howe