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Alex Darroudi

Consolidated Portfolio Review Corp

Greenville, SC

Woodbury, NY

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Current Employers
Consolidated Portfolio Review Corp

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-16
TX RA APPROVED_RES 2026-03-08
  • SC RA
    APPROVED
    Since 2026-03-16
  • TX RA
    APPROVED_RES
    Since 2026-03-08

Branch Locations

330 E. Coffee St., Greenville, SC 29601 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Greenville SC 03/2016 10/2016
Urich Financial Services Greenville SC 11/2016 06/2017
Streamline Asset Management Greenville SC 07/2017 Present
Consolidated Portfolio Review Corp Woodbury NY 03/2026 Present
  • 03/2016 → 10/2016
    Unemployed
    Greenville, SC
  • 11/2016 → 06/2017
    Urich Financial Services
    Greenville, SC
  • 07/2017 → Present
    Streamline Asset Management
    Greenville, SC
  • 03/2026 → Present
    Consolidated Portfolio Review Corp
    Woodbury, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-26
  • S65 Uniform Investment Adviser Law Examination
    2026-02-26
Other Names
  • Alex Ali Darroudi

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
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