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Quentin Robb

Consolidated Portfolio Review CORP
17 Years of Experience
South Jordan, UT
6 DisclosuresBroker
View SEC Summary
View SEC Summary

Quentin Robb is a registered investment advisor at Consolidated Portfolio Review CORP, based in South Jordan, UT, with 17 years of industry experience. Quentin 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
66 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

1124 South Jordan Parkway, Suite D, South Jordan, UT, 84095

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History

Regulatory History (6)
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.
Employment Separation After Allegations
March 2025
Judgment / Lien
June 2019
Financial
March 2018
Final
Financial
January 2017
Final
Regulatory
August 2015
Final
Employment Separation After Allegations
December 2013
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Consolidated Portfolio Review CORP
June 2026 - Present · 4 mos
Vanderbilt Securities, LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
Parsonex Advisory Services, INC.
June 2015 - September 2015 · 3 mos
Parsonex Securities, INC.Broker
June 2015 - September 2015 · 3 mos
Girard Securities, INC.
January 2015 - June 2015 · 5 mos
Girard Securities, INC.Broker
November 2014 - June 2015 · 7 mos
United Capital Financial Advisers
November 2014 - January 2015 · 2 mos
Waddell & Reed
March 2014 - November 2014 · 8 mos
Waddell & ReedBroker
March 2014 - November 2014 · 8 mos
J.P. Morgan Securities LLC
October 2012 - January 2014 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2014 · 1 yr 3 mos
Chase Investment Services CORP.Broker
October 2011 - October 2012 · 1 yr
Chase Investment Services CORP.
October 2011 - October 2012 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - October 2011 · 2 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2011 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
July 2005 - June 2009 · 3 yrs 11 mos
Citigroup Global Markets INC.
July 2005 - June 2009 · 3 yrs 11 mos
Morgan Stanley
August 2000 - July 2005 · 4 yrs 11 mos
Morgan Stanley Dw INC.Broker
June 2000 - July 2005 · 5 yrs 1 mo
Zions Investment Securities, INC.Broker
February 1998 - May 2000 · 2 yrs 3 mos
State Registrations1 state
UT
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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