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Howard Jeffrey Douglas

Consolidated Portfolio Review Corp

Woodbury, NY

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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-30
  • NY RA
    APPROVED
    Since 2026-01-30

Branch Locations

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 06/2005 06/2020
Equitable Advisors, Llc New York NY 06/2005 12/2021
Aps Wealth Management Llc Melville NY 12/2021 01/2022
American Portfolios Financial Services, Inc. Dix Hills NY 02/2022 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 01/2026
Vanderbilt Securities, Llc Woodbury NY 01/2026 Present
Consolidated Portfolio Review Corp. Woodbury NY 01/2026 Present
Previous Registrations
  • 2024-10-11 → 2026-02-03
    Osaic Wealth, Inc.
    Dix Hills, NY
    Scottsdale, AZ
  • 2022-02-07 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2021-12-07 → 2022-01-07
    Aps Wealth Management, Llc
    Melville, NY
  • 2005-06-01 → 2021-12-07
    Equitable Advisors, Llc
    Uniondale, NY
    Melville, NY
    Uniondale, NY
  • 2002-10-22 → 2005-06-01
    Mony Securities Corporation
    Uniondale, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-15
S63 Uniform Securities Agent State Law Examination 1998-06-08
  • S66 Uniform Combined State Law Examination
    2001-12-15
  • S63 Uniform Securities Agent State Law Examination
    1998-06-08
Designations

View on SEC IAPD

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DAVID PATRICK STEWART
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JEREMY ROUSE BROWN
CHAD NEAULT
CRAIG ROBERT WALKER

Other Offices

VANDERBILT ADVISORY SERVICES · WOODBURY, NY
FUSION FAMILY WEALTH, LLC · WOODBURY, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY
WELLS FARGO CLEARING SERVICES, LLC · WOODBURY, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY
MG PLANNING SERVICES, INC. · WOODBURY, NY
TRIDENT ADVISORS LLC · WOODBURY, NY
HERITAGE ADVISORY LLC · WOODBURY, NY

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