Jeffrey Higgs is a CFP-designated registered investment advisor, based in Woodbury, NY, with 17 years of industry experience.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including insurance sales, serving as a board member for Wolfeboro School, and working as an advisor/administrator for Consolidated Portfolio Review Corp. He also dedicates time to qualified plan administration, insurance products administration, and managing/overseeing administrative tasks for 3D Wealth Management Services, as well as property management for JCD Forest Avenue Realty, LLC.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Consolidated Portfolio Review CORP
Previous Registrations
3d Wealth RIA, LLC
Structured Capital Designs, INC.
Consolidated Portfolio Review CORP
Sterling Monroe Securities, LLCBroker
State Registrations16 states
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