Gino Nick Chiappetta

CFP

Consolidated Portfolio Review CORP

34 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Consolidated Portfolio Review CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

4,821 clients

Average Client Portfolio

$269K average

Assets Under Management

$1.3B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2010

Settled

Regulatory

November 2008

Final

Employment Separation After Allegations

July 2007

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Gino is the President of CH Asset Management, running payroll for one employee, and President of Chiappetta Financial Group LLC, running a fee-based asset management business. Gino is also a realtor and an independent agent selling life insurance, fixed annuities, long-term care, health, and other non-investment related products, dedicating a few hours per week to insurance sales.

Employment History

Current Registrations

Consolidated Portfolio Review CORP

October 2024 - Present · 1 yr 4 mos

Vanderbilt Securities, LLCBroker

October 2024 - Present · 1 yr 4 mos

Commonwealth Financial NetworkBroker

January 2005 - July 2007 · 2 yrs 6 mos

Banc One Securities Corporation

October 2004 - January 2005 · 3 mos

Banc One Securities CorporationBroker

October 2004 - January 2005 · 3 mos

Charles Schwab & CO., INC.Broker

March 2002 - September 2004 · 2 yrs 6 mos

Charles Schwab & CO., INC.

June 2000 - September 2004 · 4 yrs 3 mos

Fsc Securities CorporationBroker

August 1997 - February 2002 · 4 yrs 6 mos

American Express Financial Advisors INC.Broker

January 1991 - August 1997 · 6 yrs 7 mos

Ids Life Insurance CompanyBroker

January 1991 - August 1997 · 6 yrs 7 mos

State Registrations7 states

CAFLMIMOOHPAUT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.