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Cary Urich

Consolidated Portfolio Review CORP
35 Years of Experience
Greenville, SC
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Cary Urich is a registered investment advisor at Consolidated Portfolio Review CORP, based in Greenville, SC, with 35 years of industry experience. Cary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.

Consolidated Portfolio Review CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
6,228 clients
Average Client Portfolio
$256K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

330 E. Coffee St, Greenville, SC, 29601

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History

Regulatory History (5)
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.
Judgment / Lien
June 2025
Customer Dispute
June 2024
Settled
Customer Dispute
July 2022
Settled
Employment Separation After Allegations
October 2010
Employment Separation After Allegations
September 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Cary is an insurance agent selling fixed annuities, MYGAs, equity indexed annuities, and life insurance, dedicating about 10-20% of his time. He is also a partner at StreamLine Asset Management, LLC, spending nearly full-time on marketing and minimal time on payroll duties, and the president of EM-Greenville, dedicating minimal time to leading board meetings.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
May 2025 - Present · 1 yr 5 mos
Vanderbilt Securities, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Vanderbilt Advisory Services
January 2024 - December 2025 · 1 yr 11 mos
United Planners' Financial Services of America a Limited Partner
September 2017 - December 2023 · 6 yrs 3 mos
United Planners' Financial Services of America a Limited PartnerBroker
September 2017 - December 2023 · 6 yrs 3 mos
H. Beck, INC.
November 2010 - September 2017 · 6 yrs 10 mos
H. Beck, INC.Broker
November 2010 - September 2017 · 6 yrs 10 mos
Raymond James Financial Services Advisors, INC
October 2010 - October 2010 · 0 mos
Raymond James Financial Services, INC.Broker
October 2010 - October 2010 · 0 mos
J.J.B. Hilliard, W.L. Lyons, LLC
June 2003 - October 2010 · 7 yrs 4 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
May 2001 - October 2010 · 9 yrs 5 mos
Quick & Reilly, INC.Broker
March 1993 - June 2001 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1991 - December 1992 · 1 yr 9 mos
State Registrations12 states
ARCAFLGAILMDNCOHSCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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