Richard Thomas Hern Jr
Investment Adviser Representative at Consolidated Portfolio Review Corp
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Thomas Hern Jr. is an investment adviser representative with Consolidated Portfolio Review Corp in Stoughton, MA, where they have been registered since 2026. They have worked in the securities industry since 2000 and have been registered with 5 firms, including Cambridge Investment Research Advisors, Inc. and First American National Investment Advisors, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts, Rhode Island, and Texas.
Registrations & licenses
- Investment adviser:
- Massachusetts, Rhode Island, Texas
- Broker:
11 states and territories
Delaware, Florida, Georgia, Louisiana, Maryland, Massachusetts, New Hampshire, Oregon, Pennsylvania, Rhode Island, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Viridian EnergyJul 2012 – no end date reportedNorwalk, CT
- ForestersFeb 2010 – no end date reportedBuffalo, NY
- Cambridge Investment Research IncJan 2015 – Mar 2026Fairfield, IA
- Cambridge Investment Research Advisors IncJan 2015 – Mar 2026Fairfield, IA
- Vanderbilt Securities, LLCMar 2026 – no end date reportedWoodbury, NY
- Consolidated Portfolio Review CorpMar 2026 – no end date reportedWoodbury, NY
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Consolidated Portfolio Review Corp
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Tiered Billing: $0 - $100,0002.50%
- Tiered Billing: $100,001 - $250,0002.25%
- Tiered Billing: $250,001 - $500,0002.00%
- Tiered Billing: $500,001 - $1,000,0001.75%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 64
- Offices listed on AdvisorFinder:
- 20
- Main office:
- Woodbury, NY
- SEC file number:
- 801-38795
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Consolidated Portfolio Review Corp
Showing 12 of 64 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Thomas Hern Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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