Stanley Bernard Starr 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.
Stanley Bernard Starr Jr. is an investment adviser representative with Consolidated Portfolio Review Corp in Lancaster, MA, where they have been registered since 2025. They have worked in the securities industry since 1985 and were previously registered with Trust Advisory Group Ltd. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
1 state or territory
Massachusetts
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.
- AGES Financial Services, Ltd.Apr 1995 – Sep 2024Reading, MA
- Trust Advisory Group LtdApr 1995 – Nov 2025Reading, MA
- Starr Investment Services Inc.Nov 1997 – no end date reportedLancaster, MA
- Stonex Securities IncSep 2024 – Nov 2025Lancaster, MA
- Vanderbilt Securities, LLCNov 2025 – no end date reportedWoodbury, NY
- Consolidated Portfolio Review CorpNov 2025 – 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
Similar advisors in Lancaster, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stanley Bernard Starr 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched