Consolidated Financial
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 119695
- SEC number
- 801-112968
- Firm type
- RIA
- Assets under management
- $588.7M as of Mar 17, 2026
- Website
- www.investconsolidated.com ↗
- Phone
- 614-932-0000
- Address
- 5850 Venture Drive, Dublin, OH, 43017
Advisors at this firm
5 in our index · page 1 of 1
-
Edward Steele BellCRD 2589174 · Dublin, OHIA Registered
-
Jeffrey Ryan BellCRD 4197924 · Dublin, OHIA Registered
-
James Mark CurryCRD 1482724 · Gallipolis, OHIA RegisteredRegistration inactive
-
Taylor Anne EnglandCRD 8004066 · Dublin, OHIA Registered
-
Andrew Todd RoseberryCRD 2589166 · Dublin, OHIA RegisteredDisclosure event(s) on record
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 119695 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.