Robert Halbreiner is a registered investment advisor, based in Woodbury, NY, with 14 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
Robert is involved in several investment-related activities, including Diefendorf Planning Services, Consolidated Portfolio Review Corp., Retirement Planning & Administration, 3D Wealth Insurance Services, HHN Legacy Financial Partners, 3D Wealth Advisory, and 3D Wealth Management Services. He also participates in the Barbelin Society for Saint Joseph's University and JCD Forest Avenue Realty, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Consolidated Portfolio Review CORP
Previous Registrations
3d Wealth RIA, LLC
Sterling Monroe Securities, LLCBroker
Consolidated Portfolio Review CORP
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations17 states
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